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 | $10,798 | $72,177-85.0% | $115,037-90.6% | $59,632-81.9% |
| Participation rate | 80.0% | 72.6%+7.4pp | 81.4%-1.4pp | 68.7%+11.3pp |
| Annual return | -0.60% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,507 | $2,841-47.0% | $4,608-67.3% | $2,203-31.6% |
| Participant deferral / active EE | $5,129 | $4,783+7.2% | $6,026-14.9% | $3,192+60.7% |
| Admin fee / account holder | $540 | $4,927-89.0% | $8,175-93.4% | $4,297-87.4% |