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 | $9,957 | $69,518-85.7% | $59,878-83.4% | $135,375-92.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.10% | 7.94%-11.0pp | 3.46%-6.6pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,840 | $3,235-43.1% | $2,722-32.4% | $4,779-61.5% |
| Participant deferral / active EE | $3,222 | $4,206-23.4% | $3,402-5.3% | $5,609-42.6% |
| Admin fee / account holder | $493 | $5,734-91.4% | $3,590-86.3% | $10,827-95.5% |