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 | $10,703 | $84,233-87.3% | $170,442-93.7% | $70,131-84.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 48.73% | 23.06%+25.7pp | 205.93%-157.2pp | 73.14%-24.4pp |
| Employer contribution / active EE | $785 | $3,387-76.8% | $5,433-85.6% | $2,342-66.5% |
| Participant deferral / active EE | $1,427 | $3,086-53.7% | $4,939-71.1% | $3,332-57.2% |
| Admin fee / account holder | $1,137 | $5,698-80.0% | $13,880-91.8% | $4,645-75.5% |