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 | $5,925 | $65,041-90.9% | $90,951-93.5% | $79,858-92.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 10.24% | 30.45%-20.2pp | 134.60%-124.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,095 | $1,247-12.2% | $2,122-48.4% | $2,471-55.7% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $668 | $4,536-85.3% | $5,959-88.8% | $5,306-87.4% |