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 | $3,426 | $78,694-95.6% | $67,652-94.9% | $125,391-97.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.04%-6625.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,702 | $3,044-11.2% | $2,266+19.3% | $4,866-44.5% |
| Participant deferral / active EE | $1,739 | $4,292-59.5% | $3,560-51.2% | $5,352-67.5% |
| Admin fee / account holder | $873 | $7,403-88.2% | $4,821-81.9% | $9,540-90.8% |