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 | $6,078 | $67,411-91.0% | $91,001-93.3% | $70,131-91.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.48% | -40.16%+54.6pp | 4.60%+9.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $559 | $1,786-68.7% | $2,456-77.2% | $2,342-76.1% |
| Participant deferral / active EE | $1,768 | $2,823-37.4% | $3,547-50.2% | $3,332-46.9% |
| Admin fee / account holder | $477 | $4,236-88.8% | $5,417-91.2% | $4,645-89.7% |