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 | $4,334 | $150,187-97.1% | $120,354-96.4% | $145,922-97.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.87% | 154.07%-136.2pp | 107.15%-89.3pp | 561.29%-543.4pp |
| Employer contribution / active EE | $3,089 | $4,348-28.9% | $3,463-10.8% | $4,660-33.7% |
| Participant deferral / active EE | $3,559 | $6,173-42.3% | $4,991-28.7% | $6,688-46.8% |
| Admin fee / account holder | $1,750 | $12,207-85.7% | $9,423-81.4% | $13,397-86.9% |