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 | $3,161 | $70,756-95.5% | $65,493-95.2% | $142,382-97.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 75.92% | 1754.89%-1679.0pp | 982.45%-906.5pp | 217.08%-141.2pp |
| Employer contribution / active EE | $611 | $2,881-78.8% | $2,574-76.3% | $4,299-85.8% |
| Participant deferral / active EE | $2,453 | $4,637-47.1% | $3,961-38.1% | $6,507-62.3% |
| Admin fee / account holder | $1,211 | $6,559-81.5% | $5,028-75.9% | $12,624-90.4% |