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 | $1,033 | $68,097-98.5% | $62,929-98.4% | $137,256-99.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 16.46% | 1859.11%-1842.7pp | 1063.93%-1047.5pp | 220.34%-203.9pp |
| Employer contribution / active EE | $698 | $2,811-75.2% | $2,505-72.1% | $4,156-83.2% |
| Participant deferral / active EE | $1,322 | $4,553-71.0% | $3,888-66.0% | $6,407-79.4% |
| Admin fee / account holder | $3,160 | $6,521-51.5% | $5,065-37.6% | $12,270-74.2% |