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 7-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 | $5,173 | $57,354-91.0% | $83,848-93.8% | $64,186-91.9% |
| Participation rate | 98.6% | 68.6%+30.0pp | 76.1%+22.4pp | 69.6%+29.0pp |
| Annual return | 46.36% | 11.38%+35.0pp | 850.88%-804.5pp | 7.63%+38.7pp |
| Employer contribution / active EE | $1,497 | $2,545-41.2% | $3,631-58.8% | $2,381-37.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $675 | $4,046-83.3% | $5,478-87.7% | $4,888-86.2% |