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 | $6,385 | $115,770-94.5% | $101,248-93.7% | $158,922-96.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.87% | 56.14%-38.3pp | 46.47%-28.6pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,222 | $4,175-70.7% | $3,660-66.6% | $4,761-74.3% |
| Participant deferral / active EE | $1,730 | $4,957-65.1% | $4,370-60.4% | $5,982-71.1% |
| Admin fee / account holder | $436 | $7,245-94.0% | $5,945-92.7% | $11,246-96.1% |