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 | $9,240 | $52,681-82.5% | $75,781-87.8% | $59,632-84.5% |
| Participation rate | 83.6% | 67.2%+16.4pp | 75.8%+7.8pp | 68.7%+14.9pp |
| Annual return | -1.10% | 2.95%-4.1pp | 9.68%-10.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $2,850 | $2,193+29.9% | $3,323-14.2% | $2,203+29.4% |
| Participant deferral / active EE | $1,183 | $2,591-54.4% | $3,651-67.6% | $3,192-62.9% |
| Admin fee / account holder | $4,157 | $3,610+15.2% | $5,299-21.5% | $4,297-3.2% |