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 | $10,634 | $76,000-86.0% | $154,107-93.1% | $64,186-83.4% |
| Participation rate | 82.1% | 70.4%+11.6pp | 83.0%-1.0pp | 69.6%+12.5pp |
| Annual return | -4.46% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,687 | $3,175-15.4% | $5,081-47.1% | $3,470-22.5% |
| Admin fee / account holder | $3,355 | $5,596-40.1% | $13,411-75.0% | $4,888-31.4% |