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 | $21,033 | $56,199-62.6% | $67,652-68.9% | $59,632-64.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 2.09% | 18505.31%-18503.2pp | 6625.04%-6623.0pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $896 | $1,614-44.5% | $2,266-60.4% | $2,203-59.3% |
| Participant deferral / active EE | $2,089 | $2,844-26.5% | $3,560-41.3% | $3,192-34.6% |
| Admin fee / account holder | $5,783 | $3,958+46.1% | $4,821+20.0% | $4,297+34.6% |