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 7-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 | $10,906 | $167,484-93.5% | $151,611-92.8% | $134,475-91.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.36% | 7.80%-17.2pp | 3.33%-12.7pp | 417.96%-427.3pp |
| Employer contribution / active EE | $2,983 | $6,829-56.3% | $6,166-51.6% | $4,740-37.1% |
| Participant deferral / active EE | $4,101 | $8,986-54.4% | $8,363-51.0% | $6,400-35.9% |
| Admin fee / account holder | $53,819 | $13,783+290.5% | $11,616+363.3% | $11,426+371.0% |