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 | $7,635 | $131,829-94.2% | $108,579-93.0% | $273,961-97.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.98% | -91.57%+99.5pp | -51.70%+59.7pp | 41.45%-33.5pp |
| Employer contribution / active EE | $964 | $4,912-80.4% | $3,758-74.4% | $4,869-80.2% |
| Participant deferral / active EE | $1,907 | $5,127-62.8% | $4,311-55.8% | $5,287-63.9% |
| Admin fee / account holder | $563 | $10,252-94.5% | $7,645-92.6% | $10,132-94.4% |