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 | $14,944 | $132,239-88.7% | $105,722-85.9% | $273,961-94.5% |
| Participation rate | 77.8% | 83.2%-5.4pp | 78.9%-1.1pp | 83.0%-5.2pp |
| Annual return | 0.00% | 10.07%-10.1pp | 12.25%-12.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,152 | $4,867-35.2% | $4,079-22.7% | $4,869-35.3% |
| Participant deferral / active EE | $8,806 | $6,233+41.3% | $5,326+65.3% | $5,287+66.5% |
| Admin fee / account holder | $920 | $12,032-92.4% | $8,308-88.9% | $10,132-90.9% |