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 | $20,119 | $61,660-67.4% | $80,019-74.9% | $64,186-68.7% |
| Participation rate | 98.2% | 71.7%+26.5pp | 75.8%+22.4pp | 69.6%+28.6pp |
| Annual return | -5.43% | -0.33%-5.1pp | 11.22%-16.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,211 | $1,810+77.4% | $2,468+30.1% | $2,381+34.9% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,077 | $5,417-80.1% | $6,521-83.5% | $4,888-78.0% |