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 | $16,906 | $56,199-69.9% | $67,652-75.0% | $59,632-71.6% |
| Participation rate | 78.9% | 71.5%+7.5pp | 75.7%+3.3pp | 68.7%+10.3pp |
| Annual return | -0.51% | 18505.31%-18505.8pp | 6625.04%-6625.6pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,283 | $1,614-20.6% | $2,266-43.4% | $2,203-41.8% |
| Participant deferral / active EE | $1,750 | $2,844-38.5% | $3,560-50.8% | $3,192-45.2% |
| Admin fee / account holder | $7,926 | $3,958+100.2% | $4,821+64.4% | $4,297+84.5% |