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 | $15,219 | $78,694-80.7% | $67,652-77.5% | $125,391-87.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.52% | 9.46%-10.0pp | 6625.04%-6625.6pp | 282.22%-282.7pp |
| Employer contribution / active EE | $6,701 | $3,044+120.1% | $2,266+195.8% | $4,866+37.7% |
| Participant deferral / active EE | $4,162 | $4,292-3.0% | $3,560+16.9% | $5,352-22.2% |
| Admin fee / account holder | $821 | $7,403-88.9% | $4,821-83.0% | $9,540-91.4% |