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 | $1,900 | $95,561-98.0% | $77,163-97.5% | $139,434-98.6% |
| Participation rate | 85.7% | 73.9%+11.8pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 14.98% | 54.92%-39.9pp | 37.87%-22.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,548 | $3,147-50.8% | $2,535-38.9% | $4,751-67.4% |
| Participant deferral / active EE | $881 | $4,624-80.9% | $3,833-77.0% | $6,710-86.9% |
| Admin fee / account holder | $1,504 | $8,295-81.9% | $5,472-72.5% | $11,403-86.8% |