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 | $2,225 | $88,751-97.5% | $81,812-97.3% | $145,922-98.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.28% | 1025.40%-1007.1pp | 773.79%-755.5pp | 561.29%-543.0pp |
| Employer contribution / active EE | $779 | $3,083-74.8% | $2,912-73.3% | $4,660-83.3% |
| Participant deferral / active EE | $779 | $4,643-83.2% | $4,319-82.0% | $6,688-88.4% |
| Admin fee / account holder | $513 | $8,415-93.9% | $7,386-93.1% | $13,397-96.2% |