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 4-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 | $6,280 | $106,515-94.1% | $96,683-93.5% | $139,434-95.5% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 73.36% | 38.43%+34.9pp | 35.69%+37.7pp | 372.94%-299.6pp |
| Employer contribution / active EE | $1,574 | $4,103-61.6% | $3,737-57.9% | $4,751-66.9% |
| Participant deferral / active EE | $4,401 | $5,454-19.3% | $4,878-9.8% | $6,710-34.4% |
| Admin fee / account holder | $932 | $7,877-88.2% | $6,730-86.2% | $11,403-91.8% |