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 | $5,800 | $49,922-88.4% | $80,569-92.8% | $75,163-92.3% |
| Participation rate | 95.5% | 55.3%+40.1pp | 67.0%+28.5pp | 67.2%+28.3pp |
| Annual return | 22.81% | 34.69%-11.9pp | 935.43%-912.6pp | 160.62%-137.8pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,120 | $2,990-29.1% | $4,447-52.3% | $4,125-48.6% |
| Admin fee / account holder | $366 | $3,577-89.8% | $5,377-93.2% | $5,651-93.5% |