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 | $11,044 | $84,233-86.9% | $170,442-93.5% | $70,131-84.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.16% | 23.06%-8.9pp | 205.93%-191.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $811 | $3,387-76.1% | $5,433-85.1% | $2,342-65.4% |
| Participant deferral / active EE | $1,562 | $3,086-49.4% | $4,939-68.4% | $3,332-53.1% |
| Admin fee / account holder | $383 | $5,698-93.3% | $13,880-97.2% | $4,645-91.8% |