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 | $15,585 | $78,694-80.2% | $67,652-77.0% | $125,391-87.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 1.00% | 9.46%-8.5pp | 6625.04%-6624.0pp | 282.22%-281.2pp |
| Employer contribution / active EE | $1,584 | $3,044-48.0% | $2,266-30.1% | $4,866-67.4% |
| Participant deferral / active EE | $3,398 | $4,292-20.8% | $3,560-4.6% | $5,352-36.5% |
| Admin fee / account holder | $443 | $7,403-94.0% | $4,821-90.8% | $9,540-95.4% |