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 | $23,306 | $113,935-79.5% | $94,224-75.3% | $125,391-81.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.70% | 5.29%-6.0pp | 10.68%-11.4pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,722 | $4,727-63.6% | $3,587-52.0% | $4,866-64.6% |
| Participant deferral / active EE | $3,574 | $5,179-31.0% | $4,320-17.3% | $5,352-33.2% |
| Admin fee / account holder | $10,016 | $8,391+19.4% | $6,269+59.8% | $9,540+5.0% |