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 | $7,121 | $84,695-91.6% | $73,843-90.4% | $125,391-94.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.40% | 3123.53%-3122.1pp | 2267.84%-2266.4pp | 282.22%-280.8pp |
| Employer contribution / active EE | $1,663 | $3,123-46.8% | $2,787-40.3% | $4,866-65.8% |
| Participant deferral / active EE | $2,210 | $3,992-44.7% | $3,583-38.3% | $5,352-58.7% |
| Admin fee / account holder | $4,192 | $5,691-26.3% | $4,880-14.1% | $9,540-56.1% |