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 | $11,165 | $131,829-91.5% | $108,579-89.7% | $273,961-95.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 15.81% | -91.57%+107.4pp | -51.70%+67.5pp | 41.45%-25.6pp |
| Employer contribution / active EE | $2,629 | $4,912-46.5% | $3,758-30.1% | $4,869-46.0% |
| Participant deferral / active EE | $3,849 | $5,127-24.9% | $4,311-10.7% | $5,287-27.2% |
| Admin fee / account holder | $335 | $10,252-96.7% | $7,645-95.6% | $10,132-96.7% |