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 9-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 | $3,208 | $90,503-96.5% | $78,689-95.9% | $273,961-98.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,761 | $3,176-44.6% | $2,851-38.2% | $4,869-63.8% |
| Participant deferral / active EE | $1,948 | $3,901-50.1% | $3,517-44.6% | $5,287-63.1% |
| Admin fee / account holder | $643 | $5,263-87.8% | $4,510-85.8% | $10,132-93.7% |