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 | $4,492 | $111,814-96.0% | $93,654-95.2% | $145,959-96.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.38% | 203.30%-190.9pp | 133.34%-121.0pp | 561.95%-549.6pp |
| Employer contribution / active EE | $2,193 | $3,092-29.1% | $2,421-9.4% | $4,661-52.9% |
| Participant deferral / active EE | $2,373 | $4,914-51.7% | $4,413-46.2% | $6,689-64.5% |
| Admin fee / account holder | $368 | $10,246-96.4% | $8,282-95.6% | $13,398-97.3% |