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 | $15,819 | $52,903-70.1% | $73,307-78.4% | $59,632-73.5% |
| Participation rate | 91.9% | 68.2%+23.7pp | 74.9%+17.0pp | 68.7%+23.2pp |
| Annual return | -1.74% | 12.20%-13.9pp | 5.67%-7.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $10,191 | $4,069+150.5% | $4,991+104.2% | $3,192+219.3% |
| Admin fee / account holder | $909 | $3,834-76.3% | $5,637-83.9% | $4,297-78.8% |