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 | $5,813 | $107,015-94.6% | $73,545-92.1% | $147,584-96.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 17.50% | 38.25%-20.7pp | -15.16%+32.7pp | 578.55%-561.0pp |
| Employer contribution / active EE | $807 | $1,760-54.1% | $1,219-33.8% | $4,876-83.4% |
| Participant deferral / active EE | $3,097 | $2,462+25.8% | $1,806+71.5% | $5,439-43.1% |
| Admin fee / account holder | $349 | $3,055-88.6% | $2,320-85.0% | $10,885-96.8% |