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 | $13,635 | $86,699-84.3% | $73,307-81.4% | $125,391-89.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.60% | 2.78%-5.4pp | 5.67%-8.3pp | 282.22%-284.8pp |
| Employer contribution / active EE | $3,184 | $4,152-23.3% | $3,237-1.7% | $4,866-34.6% |
| Participant deferral / active EE | $7,248 | $5,550+30.6% | $4,991+45.2% | $5,352+35.4% |
| Admin fee / account holder | $6,385 | $7,771-17.8% | $5,637+13.3% | $9,540-33.1% |