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 | $2,436 | $169,032-98.6% | $129,207-98.1% | $145,922-98.3% |
| Participation rate | 79.2% | 76.4%+2.7pp | 69.6%+9.6pp | 80.3%-1.1pp |
| Annual return | 18.64% | 14330.11%-14311.5pp | 9417.33%-9398.7pp | 561.29%-542.6pp |
| Employer contribution / active EE | $472 | $5,537-91.5% | $4,153-88.6% | $4,660-89.9% |
| Participant deferral / active EE | $1,435 | $4,987-71.2% | $4,168-65.6% | $6,688-78.5% |
| Admin fee / account holder | $1,196 | $9,954-88.0% | $7,715-84.5% | $13,397-91.1% |