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 3-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 | $4,956 | $159,901-96.9% | $146,958-96.6% | $145,922-96.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 26.82% | 98.13%-71.3pp | 418.34%-391.5pp | 561.29%-534.5pp |
| Employer contribution / active EE | $5,519 | $5,286+4.4% | $4,933+11.9% | $4,660+18.4% |
| Participant deferral / active EE | $3,692 | $8,428-56.2% | $8,070-54.2% | $6,688-44.8% |
| Admin fee / account holder | $2,825 | $15,044-81.2% | $12,998-78.3% | $13,397-78.9% |