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 | $2,226 | $210,648-98.9% | $177,989-98.7% | $145,922-98.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.72% | 385.86%-371.1pp | 294.48%-279.8pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,373 | $4,565-69.9% | $3,949-65.2% | $4,660-70.5% |
| Participant deferral / active EE | $1,925 | $6,958-72.3% | $6,276-69.3% | $6,688-71.2% |
| Admin fee / account holder | $1,001 | $12,013-91.7% | $10,363-90.3% | $13,397-92.5% |