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 | $15,071 | $57,354-73.7% | $83,848-82.0% | $64,186-76.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.80% | 11.38%-16.2pp | 850.88%-855.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $698 | $2,545-72.6% | $3,631-80.8% | $2,381-70.7% |
| Participant deferral / active EE | $2,980 | $2,993-0.4% | $4,082-27.0% | $3,470-14.1% |
| Admin fee / account holder | $538 | $4,046-86.7% | $5,478-90.2% | $4,888-89.0% |