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 | $68,097-95.0% | $62,929-94.6% | $137,256-97.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.58% | 1859.11%-1846.5pp | 1063.93%-1051.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $765 | $2,811-72.8% | $2,505-69.5% | $4,156-81.6% |
| Participant deferral / active EE | $860 | $4,553-81.1% | $3,888-77.9% | $6,407-86.6% |
| Admin fee / account holder | $2,339 | $6,521-64.1% | $5,065-53.8% | $12,270-80.9% |