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 10-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 | $8,647 | $430,769-98.0% | $122,096-92.9% | $430,769-98.0% |
| Participation rate | 100.0% | 90.6%+9.4pp | 91.9%+8.1pp | 90.6%+9.4pp |
| Annual return | 4.63% | 10.77%-6.1pp | -0.45%+5.1pp | 10.77%-6.1pp |
| Employer contribution / active EE | $0 | $26,022-100.0% | $13,455-100.0% | $26,022-100.0% |
| Participant deferral / active EE | $9,697 | $6,968+39.2% | $6,300+53.9% | $6,968+39.2% |
| Admin fee / account holder | $5,107 | $18,309-72.1% | $2,906+75.8% | $18,309-72.1% |