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 | $8,940 | $75,828-88.2% | $147,614-93.9% | $59,632-85.0% |
| Participation rate | 83.7% | 71.6%+12.2pp | 84.6%-0.9pp | 68.7%+15.0pp |
| Annual return | -0.60% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $803 | $3,485-77.0% | $5,564-85.6% | $2,203-63.5% |
| Participant deferral / active EE | $1,014 | $3,130-67.6% | $4,895-79.3% | $3,192-68.2% |
| Admin fee / account holder | $1,930 | $5,985-67.8% | $11,611-83.4% | $4,297-55.1% |