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 | $3,598 | $117,983-97.0% | $101,794-96.5% | $142,382-97.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 25.10% | 36.92%-11.8pp | 30.53%-5.4pp | 217.08%-192.0pp |
| Employer contribution / active EE | $2,123 | $2,773-23.5% | $2,289-7.3% | $4,299-50.6% |
| Participant deferral / active EE | $2,637 | $4,714-44.1% | $4,084-35.4% | $6,507-59.5% |
| Admin fee / account holder | $3,135 | $10,433-70.0% | $8,777-64.3% | $12,624-75.2% |