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 | $8,311 | $45,152-81.6% | $73,843-88.7% | $59,632-86.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2267.84%-2267.8pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $656 | $1,902-65.5% | $2,787-76.5% | $2,203-70.2% |
| Participant deferral / active EE | $1,232 | $2,574-52.1% | $3,583-65.6% | $3,192-61.4% |
| Admin fee / account holder | $3,859 | $3,516+9.7% | $4,880-20.9% | $4,297-10.2% |