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 | $3,349 | $183,519-98.2% | $155,509-97.8% | $145,922-97.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 46.90% | 61.17%-14.3pp | 64.67%-17.8pp | 561.29%-514.4pp |
| Employer contribution / active EE | $1,674 | $5,313-68.5% | $4,672-64.2% | $4,660-64.1% |
| Participant deferral / active EE | $2,009 | $6,462-68.9% | $5,626-64.3% | $6,688-70.0% |
| Admin fee / account holder | $825 | $19,313-95.7% | $15,912-94.8% | $13,397-93.8% |