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 | $8,788 | $73,515-88.0% | $62,995-86.1% | $147,584-94.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.19% | 175.43%-165.2pp | 87.57%-77.4pp | 578.55%-568.4pp |
| Employer contribution / active EE | $384 | $3,320-88.4% | $2,759-86.1% | $4,876-92.1% |
| Participant deferral / active EE | $858 | $4,185-79.5% | $3,329-74.2% | $5,439-84.2% |
| Admin fee / account holder | $2,952 | $5,953-50.4% | $3,600-18.0% | $10,885-72.9% |