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 7-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 | $17,693 | $167,484-89.4% | $151,611-88.3% | $134,475-86.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.96% | 7.80%-17.8pp | 3.33%-13.3pp | 417.96%-427.9pp |
| Employer contribution / active EE | $5,186 | $6,829-24.1% | $6,166-15.9% | $4,740+9.4% |
| Participant deferral / active EE | $9,624 | $8,986+7.1% | $8,363+15.1% | $6,400+50.4% |
| Admin fee / account holder | $4,879 | $13,783-64.6% | $11,616-58.0% | $11,426-57.3% |