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 | $7,054 | $102,317-93.1% | $146,958-95.2% | $80,856-91.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.90% | 134.76%-120.9pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,676 | $3,713-54.9% | $4,933-66.0% | $2,755-39.2% |
| Participant deferral / active EE | $2,708 | $6,644-59.2% | $8,070-66.4% | $4,296-37.0% |
| Admin fee / account holder | $1,426 | $7,941-82.0% | $12,998-89.0% | $6,918-79.4% |