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 | $6,079 | $112,881-94.6% | $90,951-93.3% | $158,922-96.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 30.30% | 215.79%-185.5pp | 134.60%-104.3pp | 302.83%-272.5pp |
| Employer contribution / active EE | $1,661 | $2,893-42.6% | $2,122-21.7% | $4,761-65.1% |
| Participant deferral / active EE | $4,215 | $4,128+2.1% | $3,373+25.0% | $5,982-29.5% |
| Admin fee / account holder | $497 | $8,041-93.8% | $5,959-91.7% | $11,246-95.6% |