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 | $21,624 | $65,703-67.1% | $94,224-77.1% | $59,632-63.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.74% | 5.22%-6.0pp | 10.68%-11.4pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $2,857 | $2,021+41.4% | $3,587-20.3% | $2,203+29.7% |
| Participant deferral / active EE | $2,635 | $3,143-16.2% | $4,320-39.0% | $3,192-17.5% |
| Admin fee / account holder | $3,932 | $4,264-7.8% | $6,269-37.3% | $4,297-8.5% |