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 | $17,333 | $112,300-84.6% | $90,223-80.8% | $125,391-86.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | 3.46% | -0.57%+4.0pp | 1.31%+2.1pp | 282.22%-278.8pp |
| Employer contribution / active EE | $3,920 | $5,181-24.3% | $4,378-10.5% | $4,866-19.4% |
| Participant deferral / active EE | $4,679 | $6,733-30.5% | $5,792-19.2% | $5,352-12.6% |
| Admin fee / account holder | $323 | $10,990-97.1% | $7,406-95.6% | $9,540-96.6% |