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 | $3,855 | $34,308-88.8% | $74,701-94.8% | $72,985-94.7% |
| Participation rate | 94.9% | 42.4%+52.5pp | 54.5%+40.4pp | 69.5%+25.4pp |
| Annual return | 21.43% | 26.58%-5.1pp | 752.92%-731.5pp | 81.00%-59.6pp |
| Employer contribution / active EE | $487 | $692-29.6% | $1,084-55.1% | $2,440-80.1% |
| Participant deferral / active EE | $1,127 | $1,271-11.4% | $1,964-42.6% | $3,607-68.8% |
| Admin fee / account holder | $622 | $2,124-70.7% | $3,333-81.3% | $5,124-87.9% |