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 | $6,699 | $60,323-88.9% | $81,812-91.8% | $74,495-91.0% |
| Participation rate | 80.4% | 62.9%+17.6pp | 72.3%+8.1pp | 67.2%+13.2pp |
| Annual return | 12.25% | 16.90%-4.7pp | 773.79%-761.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $646 | $2,620-75.4% | $2,912-77.8% | $2,623-75.4% |
| Participant deferral / active EE | $1,243 | $3,387-63.3% | $4,319-71.2% | $4,346-71.4% |
| Admin fee / account holder | $781 | $1,486-47.4% | $7,386-89.4% | $1,942-59.8% |