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 | $3,265 | $96,305-96.6% | $80,569-95.9% | $139,434-97.7% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 22.14% | 1350.08%-1327.9pp | 935.43%-913.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,395 | $3,262-57.2% | $2,723-48.8% | $4,751-70.6% |
| Participant deferral / active EE | $2,286 | $5,232-56.3% | $4,447-48.6% | $6,710-65.9% |
| Admin fee / account holder | $2,842 | $6,599-56.9% | $5,377-47.2% | $11,403-75.1% |