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 6-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 | $4,436 | $39,019-88.6% | $80,716-94.5% | $85,850-94.8% |
| Participation rate | 88.5% | 41.5%+46.9pp | 54.2%+34.3pp | 69.3%+19.1pp |
| Annual return | 25.98% | 26.27%-0.3pp | 87.28%-61.3pp | 318.53%-292.6pp |
| Employer contribution / active EE | $1,798 | $722+149.1% | $1,160+55.0% | $2,565-29.9% |
| Participant deferral / active EE | $2,865 | $1,326+116.1% | $2,146+33.5% | $3,952-27.5% |
| Admin fee / account holder | $357 | $2,431-85.3% | $3,380-89.4% | $6,260-94.3% |