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 | $6,695 | $90,503-92.6% | $78,689-91.5% | $273,961-97.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.85% | 75.60%-71.7pp | 62.18%-58.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $2,260 | $3,176-28.8% | $2,851-20.7% | $4,869-53.6% |
| Participant deferral / active EE | $795 | $3,901-79.6% | $3,517-77.4% | $5,287-85.0% |
| Admin fee / account holder | $40,140 | $5,263+662.6% | $4,510+789.9% | $10,132+296.2% |