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 7-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 | $1,572 | $108,172-98.5% | $77,482-98.0% | $158,922-99.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 9.33% | 31.67%-22.3pp | 54.79%-45.5pp | 302.83%-293.5pp |
| Employer contribution / active EE | $295 | $1,325-77.7% | $986-70.1% | $4,761-93.8% |
| Participant deferral / active EE | $218 | $2,456-91.1% | $1,861-88.3% | $5,982-96.4% |
| Admin fee / account holder | $1,962 | $3,708-47.1% | $2,858-31.4% | $11,246-82.6% |