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 | $2,073 | $34,934-94.1% | $56,411-96.3% | $74,495-97.2% |
| Participation rate | 79.8% | 32.8%+47.0pp | 52.5%+27.3pp | 67.2%+12.6pp |
| Annual return | 17.23% | 25.94%-8.7pp | 1701.33%-1684.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $877 | $1,170-25.1% | $1,952-55.1% | $4,346-79.8% |
| Admin fee / account holder | $319 | $2,364-86.5% | $2,829-88.7% | $1,942-83.5% |