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 | $6,975 | $48,795-85.7% | $65,493-89.3% | $84,808-91.8% |
| Participation rate | 89.7% | 67.0%+22.8pp | 73.1%+16.7pp | 68.3%+21.4pp |
| Annual return | 60.33% | 20.20%+40.1pp | 982.45%-922.1pp | 40.90%+19.4pp |
| Employer contribution / active EE | $1,604 | $1,930-16.9% | $2,574-37.7% | $2,631-39.0% |
| Participant deferral / active EE | $2,052 | $2,928-29.9% | $3,961-48.2% | $4,212-51.3% |
| Admin fee / account holder | $3,408 | $3,877-12.1% | $5,028-32.2% | $7,344-53.6% |