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 | $8,835 | $127,386-93.1% | $115,037-92.3% | $125,391-93.0% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -0.37% | 31.28%-31.6pp | 26.14%-26.5pp | 282.22%-282.6pp |
| Employer contribution / active EE | $2,125 | $5,166-58.9% | $4,608-53.9% | $4,866-56.3% |
| Participant deferral / active EE | $3,581 | $6,423-44.2% | $6,026-40.6% | $5,352-33.1% |
| Admin fee / account holder | $1,050 | $9,516-89.0% | $8,175-87.2% | $9,540-89.0% |