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 | $11,875 | $45,152-73.7% | $73,843-83.9% | $59,632-80.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.30% | 27.40%-25.1pp | 2267.84%-2265.5pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $561 | $1,902-70.5% | $2,787-79.9% | $2,203-74.5% |
| Participant deferral / active EE | $2,080 | $2,574-19.2% | $3,583-42.0% | $3,192-34.8% |
| Admin fee / account holder | $2,072 | $3,516-41.1% | $4,880-57.5% | $4,297-51.8% |