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 | $16,643 | $56,199-70.4% | $67,652-75.4% | $59,632-72.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 2.95% | 18505.31%-18502.4pp | 6625.04%-6622.1pp | 2041.28%-2038.3pp |
| Employer contribution / active EE | $1,563 | $1,614-3.2% | $2,266-31.0% | $2,203-29.1% |
| Participant deferral / active EE | $1,304 | $2,844-54.1% | $3,560-63.4% | $3,192-59.1% |
| Admin fee / account holder | $2,241 | $3,958-43.4% | $4,821-53.5% | $4,297-47.8% |