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 | $6,777 | $201,259-96.6% | $184,200-96.3% | $145,959-95.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.77% | 28.98%-19.2pp | 28.80%-19.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $1,570 | $7,018-77.6% | $6,424-75.6% | $4,661-66.3% |
| Participant deferral / active EE | $8,800 | $9,806-10.3% | $9,132-3.6% | $6,689+31.6% |
| Admin fee / account holder | $381,877 | $16,372+2232.4% | $13,907+2645.9% | $13,398+2750.3% |