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 | $2,203 | $169,032-98.7% | $129,207-98.3% | $145,922-98.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 30.06% | 14330.11%-14300.1pp | 9417.33%-9387.3pp | 561.29%-531.2pp |
| Employer contribution / active EE | $1,757 | $5,537-68.3% | $4,153-57.7% | $4,660-62.3% |
| Participant deferral / active EE | $2,245 | $4,987-55.0% | $4,168-46.1% | $6,688-66.4% |
| Admin fee / account holder | $422 | $9,954-95.8% | $7,715-94.5% | $13,397-96.8% |