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 | $5,280 | $64,307-91.8% | $57,343-90.8% | $125,391-95.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.60% | 25.12%-26.7pp | 24.39%-26.0pp | 282.22%-283.8pp |
| Employer contribution / active EE | $834 | $3,193-73.9% | $2,689-69.0% | $4,866-82.9% |
| Participant deferral / active EE | $2,186 | $3,848-43.2% | $3,162-30.9% | $5,352-59.1% |
| Admin fee / account holder | $3,542 | $5,242-32.4% | $3,356+5.6% | $9,540-62.9% |