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 7-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 | $4,961 | $165,335-97.0% | $149,696-96.7% | $158,922-96.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 51.22% | 348.15%-296.9pp | 276.60%-225.4pp | 302.83%-251.6pp |
| Employer contribution / active EE | $2,242 | $5,103-56.1% | $4,644-51.7% | $4,761-52.9% |
| Participant deferral / active EE | $4,012 | $7,181-44.1% | $6,842-41.4% | $5,982-32.9% |
| Admin fee / account holder | $618 | $10,807-94.3% | $9,309-93.4% | $11,246-94.5% |