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 | $7,776 | $45,152-82.8% | $73,843-89.5% | $59,632-87.0% |
| Participation rate | 91.7% | 64.0%+27.6pp | 73.4%+18.2pp | 68.7%+23.0pp |
| Annual return | -2.51% | 27.40%-29.9pp | 2267.84%-2270.3pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $805 | $1,902-57.7% | $2,787-71.1% | $2,203-63.5% |
| Participant deferral / active EE | $1,379 | $2,574-46.4% | $3,583-61.5% | $3,192-56.8% |
| Admin fee / account holder | $1,332 | $3,516-62.1% | $4,880-72.7% | $4,297-69.0% |