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 | $10,596 | $52,681-79.9% | $75,781-86.0% | $59,632-82.2% |
| Participation rate | 96.6% | 67.2%+29.3pp | 75.8%+20.7pp | 68.7%+27.9pp |
| Annual return | -0.43% | 2.95%-3.4pp | 9.68%-10.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,511 | $2,193-31.1% | $3,323-54.5% | $2,203-31.4% |
| Participant deferral / active EE | $2,006 | $2,591-22.6% | $3,651-45.1% | $3,192-37.2% |
| Admin fee / account holder | $1,672 | $3,610-53.7% | $5,299-68.4% | $4,297-61.1% |