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 | $16,769 | $94,529-82.3% | $140,016-88.0% | $64,186-73.9% |
| Participation rate | 88.9% | 84.1%+4.8pp | 87.5%+1.4pp | 69.6%+19.3pp |
| Annual return | -2.90% | 7.77%-10.7pp | 651.12%-654.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,867 | $5,250+30.8% | $6,927-0.9% | $3,470+97.9% |
| Admin fee / account holder | $6,160 | $6,741-8.6% | $10,705-42.5% | $4,888+26.0% |