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 | $5,032 | $56,053-91.0% | $75,972-93.4% | $80,856-93.8% |
| Participation rate | 96.7% | 62.0%+34.6pp | 69.1%+27.6pp | 67.6%+29.0pp |
| Annual return | 22.81% | 20.53%+2.3pp | 359.55%-336.7pp | 35.59%-12.8pp |
| Employer contribution / active EE | $999 | $1,874-46.7% | $2,685-62.8% | $2,755-63.7% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,142 | $5,234-78.2% | $6,467-82.3% | $6,918-83.5% |