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 | $6,652 | $133,922-95.0% | $116,228-94.3% | $142,382-95.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 23.79% | 147.76%-124.0pp | 90.06%-66.3pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,504 | $3,446-56.4% | $2,994-49.8% | $4,299-65.0% |
| Participant deferral / active EE | $1,950 | $5,672-65.6% | $4,953-60.6% | $6,507-70.0% |
| Admin fee / account holder | $763 | $14,945-94.9% | $11,989-93.6% | $12,624-94.0% |