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 | $2,590 | $100,773-97.4% | $88,946-97.1% | $142,382-98.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 28.83% | 70.18%-41.4pp | 57.82%-29.0pp | 217.08%-188.2pp |
| Employer contribution / active EE | $1,058 | $2,918-63.7% | $2,555-58.6% | $4,299-75.4% |
| Participant deferral / active EE | $2,099 | $5,230-59.9% | $4,581-54.2% | $6,507-67.8% |
| Admin fee / account holder | $2,752 | $9,693-71.6% | $8,261-66.7% | $12,624-78.2% |