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 | $13,660 | $56,199-75.7% | $67,652-79.8% | $59,632-77.1% |
| Participation rate | 85.7% | 71.5%+14.2pp | 75.7%+10.1pp | 68.7%+17.0pp |
| Annual return | -1.85% | 18505.31%-18507.2pp | 6625.04%-6626.9pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $744 | $1,614-53.9% | $2,266-67.1% | $2,203-66.2% |
| Participant deferral / active EE | $1,394 | $2,844-51.0% | $3,560-60.8% | $3,192-56.3% |
| Admin fee / account holder | $1,153 | $3,958-70.9% | $4,821-76.1% | $4,297-73.2% |