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 | $11,119 | $57,354-80.6% | $83,848-86.7% | $64,186-82.7% |
| Participation rate | 78.6% | 68.6%+10.0pp | 76.1%+2.4pp | 69.6%+9.0pp |
| Annual return | -1.15% | 11.38%-12.5pp | 850.88%-852.0pp | 7.63%-8.8pp |
| Employer contribution / active EE | $2,302 | $2,545-9.6% | $3,631-36.6% | $2,381-3.3% |
| Participant deferral / active EE | $5,406 | $2,993+80.6% | $4,082+32.4% | $3,470+55.8% |
| Admin fee / account holder | $746 | $4,046-81.6% | $5,478-86.4% | $4,888-84.7% |