See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,434 | $82,664-92.2% | $125,339-94.9% | $68,494-90.6% |
| Participation rate | 96.6% | 75.0%+21.6pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | 23.33% | -5.97%+29.3pp | 572.05%-548.7pp | -7.84%+31.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,489 | $6,110-42.9% | $7,446-53.1% | $4,027-13.4% |
| Admin fee / account holder | $1,087 | $6,275-82.7% | $10,010-89.1% | $5,403-79.9% |