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 | $25,487 | $70,667-63.9% | $123,104-79.3% | $52,331-51.3% |
| Participation rate | 73.1% | 83.7%-10.6pp | 86.8%-13.6pp | 68.1%+5.0pp |
| Annual return | -0.88% | 6.23%-7.1pp | 13.22%-14.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $2,727 | $2,946-7.4% | $5,151-47.1% | $1,882+44.9% |
| Participant deferral / active EE | $3,531 | $4,493-21.4% | $6,230-43.3% | $3,022+16.8% |
| Admin fee / account holder | $1,300 | $506+156.6% | $9,015-85.6% | $592+119.7% |