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 | $111,724-95.2% | $93,606-94.3% | $145,922-96.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.64% | 202.98%-193.3pp | 133.20%-123.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,994 | $3,090-35.5% | $2,420-17.6% | $4,660-57.2% |
| Participant deferral / active EE | $4,460 | $4,912-9.2% | $4,411+1.1% | $6,688-33.3% |
| Admin fee / account holder | $5,207 | $10,250-49.2% | $8,285-37.2% | $13,397-61.1% |