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 | $4,864 | $159,901-97.0% | $146,958-96.7% | $145,922-96.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.32% | 98.13%-77.8pp | 418.34%-398.0pp | 561.29%-541.0pp |
| Employer contribution / active EE | $1,404 | $5,286-73.4% | $4,933-71.5% | $4,660-69.9% |
| Participant deferral / active EE | $3,572 | $8,428-57.6% | $8,070-55.7% | $6,688-46.6% |
| Admin fee / account holder | $510 | $15,044-96.6% | $12,998-96.1% | $13,397-96.2% |