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 | $7,995 | $135,952-94.1% | $123,892-93.5% | $273,961-97.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,058 | $5,170-60.2% | $4,617-55.4% | $4,869-57.7% |
| Participant deferral / active EE | $6,367 | $6,343+0.4% | $5,984+6.4% | $5,287+20.4% |
| Admin fee / account holder | $667 | $9,817-93.2% | $8,357-92.0% | $10,132-93.4% |