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 | $7,346 | $69,767-89.5% | $217,422-96.6% | $69,767-89.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 64.8%+35.2pp | 76.8%+23.2pp |
| Annual return | 5.62% | -8.62%+14.2pp | -3.54%+9.2pp | -8.62%+14.2pp |
| Employer contribution / active EE | $1,396 | $3,142-55.6% | $15,647-91.1% | $3,142-55.6% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $6,782-100.0% | $2,397-100.0% |
| Admin fee / account holder | $402 | $4,803-91.6% | $2,515-84.0% | $4,803-91.6% |