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 | $13,878 | $86,699-84.0% | $73,307-81.1% | $125,391-88.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -3.23% | 2.78%-6.0pp | 5.67%-8.9pp | 282.22%-285.5pp |
| Employer contribution / active EE | $2,205 | $4,152-46.9% | $3,237-31.9% | $4,866-54.7% |
| Participant deferral / active EE | $2,026 | $5,550-63.5% | $4,991-59.4% | $5,352-62.1% |
| Admin fee / account holder | $5,290 | $7,771-31.9% | $5,637-6.2% | $9,540-44.6% |