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 | $4,529 | $96,305-95.3% | $80,569-94.4% | $139,434-96.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.66% | 1350.08%-1333.4pp | 935.43%-918.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,374 | $3,262-27.2% | $2,723-12.8% | $4,751-50.0% |
| Participant deferral / active EE | $2,842 | $5,232-45.7% | $4,447-36.1% | $6,710-57.7% |
| Admin fee / account holder | $3,439 | $6,599-47.9% | $5,377-36.1% | $11,403-69.8% |