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 | $9,107 | $83,902-89.1% | $167,512-94.6% | $84,808-89.3% |
| Participation rate | 95.9% | 66.5%+29.5pp | 77.1%+18.9pp | 68.3%+27.6pp |
| Annual return | 19.87% | 91.55%-71.7pp | 1615.79%-1595.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $488 | $2,264-78.5% | $3,882-87.4% | $2,631-81.5% |
| Participant deferral / active EE | $3,490 | $4,442-21.4% | $6,405-45.5% | $4,212-17.1% |
| Admin fee / account holder | $905 | $7,915-88.6% | $9,769-90.7% | $7,344-87.7% |