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 6-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 | $3,293 | $215,361-98.5% | $171,082-98.1% | $273,961-98.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.87% | 25.14%-15.3pp | 32.56%-22.7pp | 41.45%-31.6pp |
| Employer contribution / active EE | $880 | $4,967-82.3% | $4,002-78.0% | $4,869-81.9% |
| Participant deferral / active EE | $1,419 | $5,543-74.4% | $4,797-70.4% | $5,287-73.2% |
| Admin fee / account holder | $380 | $10,846-96.5% | $8,520-95.5% | $10,132-96.3% |