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 4-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 | $2,657 | $111,814-97.6% | $93,654-97.2% | $145,959-98.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.84% | 203.30%-190.5pp | 133.34%-120.5pp | 561.95%-549.1pp |
| Employer contribution / active EE | $1,051 | $3,092-66.0% | $2,421-56.6% | $4,661-77.5% |
| Participant deferral / active EE | $1,313 | $4,914-73.3% | $4,413-70.2% | $6,689-80.4% |
| Admin fee / account holder | $400 | $10,246-96.1% | $8,282-95.2% | $13,398-97.0% |