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 | $2,387 | $77,503-96.9% | $100,391-97.6% | $80,856-97.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 0.00% | 37.20%-37.2pp | 49.20%-49.2pp | 35.59%-35.6pp |
| Employer contribution / active EE | $23,191 | $2,801+728.0% | $3,942+488.3% | $2,755+741.8% |
| Participant deferral / active EE | $0 | $6,820-100.0% | $8,082-100.0% | $4,296-100.0% |
| Admin fee / account holder | $22,038 | $5,897+273.7% | $7,899+179.0% | $6,918+218.6% |