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 | $1,752 | $109,982-98.4% | $97,226-98.2% | $145,922-98.8% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.1pp |
| Annual return | 42.85% | 242.90%-200.1pp | 75.13%-32.3pp | 561.29%-518.4pp |
| Employer contribution / active EE | $790 | $3,084-74.4% | $2,729-71.1% | $4,660-83.1% |
| Participant deferral / active EE | $788 | $4,676-83.1% | $4,264-81.5% | $6,688-88.2% |
| Admin fee / account holder | $390 | $6,221-93.7% | $5,654-93.1% | $13,397-97.1% |