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 | $13,626 | $97,757-86.1% | $83,848-83.7% | $135,375-89.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 1.42% | 1287.37%-1286.0pp | 850.88%-849.5pp | 519.73%-518.3pp |
| Employer contribution / active EE | $798 | $4,222-81.1% | $3,631-78.0% | $4,779-83.3% |
| Participant deferral / active EE | $2,118 | $4,682-54.8% | $4,082-48.1% | $5,609-62.2% |
| Admin fee / account holder | $1,153 | $6,674-82.7% | $5,478-79.0% | $10,827-89.4% |