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 | $14,706 | $211,958-93.1% | $169,463-91.3% | $135,375-89.1% |
| Participation rate | 95.8% | 82.6%+13.2pp | 77.8%+18.1pp | 82.6%+13.2pp |
| Annual return | -4.58% | 3.26%-7.8pp | 1.83%-6.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,230 | $5,120-76.0% | $4,159-70.4% | $4,779-74.3% |
| Participant deferral / active EE | $2,977 | $6,075-51.0% | $5,277-43.6% | $5,609-46.9% |
| Admin fee / account holder | $5,344 | $11,471-53.4% | $9,109-41.3% | $10,827-50.6% |