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 | $12,016 | $56,199-78.6% | $67,652-82.2% | $59,632-79.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.77% | 18505.31%-18503.5pp | 6625.04%-6623.3pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $1,481 | $1,614-8.3% | $2,266-34.6% | $2,203-32.8% |
| Participant deferral / active EE | $3,096 | $2,844+8.9% | $3,560-13.0% | $3,192-3.0% |
| Admin fee / account holder | $550 | $3,958-86.1% | $4,821-88.6% | $4,297-87.2% |