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 | $10,384 | $52,681-80.3% | $75,781-86.3% | $59,632-82.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.30% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $3,151 | $2,193+43.7% | $3,323-5.2% | $2,203+43.1% |
| Participant deferral / active EE | $3,042 | $2,591+17.4% | $3,651-16.7% | $3,192-4.7% |
| Admin fee / account holder | $634 | $3,610-82.4% | $5,299-88.0% | $4,297-85.2% |