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 | $3,399 | $70,756-95.2% | $65,493-94.8% | $142,382-97.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.58% | 1754.89%-1742.3pp | 982.45%-969.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $765 | $2,881-73.4% | $2,574-70.3% | $4,299-82.2% |
| Participant deferral / active EE | $860 | $4,637-81.5% | $3,961-78.3% | $6,507-86.8% |
| Admin fee / account holder | $2,339 | $6,559-64.3% | $5,028-53.5% | $12,624-81.5% |