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 | $18,032 | $56,199-67.9% | $67,652-73.3% | $59,632-69.8% |
| Participation rate | 71.2% | 71.5%-0.3pp | 75.7%-4.5pp | 68.7%+2.5pp |
| Annual return | -1.88% | 18505.31%-18507.2pp | 6625.04%-6626.9pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $893 | $1,614-44.7% | $2,266-60.6% | $2,203-59.5% |
| Participant deferral / active EE | $2,278 | $2,844-19.9% | $3,560-36.0% | $3,192-28.6% |
| Admin fee / account holder | $1,492 | $3,958-62.3% | $4,821-69.1% | $4,297-65.3% |