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 | $3,063 | $101,618-97.0% | $93,063-96.7% | $137,256-97.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.21% | 223.95%-206.7pp | 34.15%-16.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,176 | $2,707-56.6% | $2,476-52.5% | $4,156-71.7% |
| Participant deferral / active EE | $2,669 | $4,279-37.6% | $3,958-32.6% | $6,407-58.3% |
| Admin fee / account holder | $1,092 | $6,198-82.4% | $6,033-81.9% | $12,270-91.1% |