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 3-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 | $5,369 | $111,814-95.2% | $93,654-94.3% | $145,959-96.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.64% | 203.30%-193.7pp | 133.34%-123.7pp | 561.95%-552.3pp |
| Employer contribution / active EE | $1,994 | $3,092-35.5% | $2,421-17.6% | $4,661-57.2% |
| Participant deferral / active EE | $4,460 | $4,914-9.3% | $4,413+1.1% | $6,689-33.3% |
| Admin fee / account holder | $5,207 | $10,246-49.2% | $8,282-37.1% | $13,398-61.1% |