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 | $3,146 | $111,535-97.2% | $105,223-97.0% | $137,256-97.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 26.26% | 237.85%-211.6pp | 180.65%-154.4pp | 220.34%-194.1pp |
| Employer contribution / active EE | $1,389 | $3,939-64.8% | $3,689-62.4% | $4,156-66.6% |
| Participant deferral / active EE | $1,724 | $5,500-68.6% | $5,072-66.0% | $6,407-73.1% |
| Admin fee / account holder | $1,267 | $9,721-87.0% | $8,859-85.7% | $12,270-89.7% |