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 | $1,782 | $107,015-98.3% | $73,545-97.6% | $147,584-98.8% |
| Participation rate | 87.5% | 66.4%+21.1pp | 54.9%+32.6pp | 82.8%+4.7pp |
| Annual return | 8.73% | 38.25%-29.5pp | -15.16%+23.9pp | 578.55%-569.8pp |
| Employer contribution / active EE | $141 | $1,760-92.0% | $1,219-88.4% | $4,876-97.1% |
| Participant deferral / active EE | $1,662 | $2,462-32.5% | $1,806-8.0% | $5,439-69.4% |
| Admin fee / account holder | $2,863 | $3,055-6.3% | $2,320+23.4% | $10,885-73.7% |