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 | $13,814 | $56,357-75.5% | $104,294-86.8% | $68,494-79.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -8.91% | -9.19%+0.3pp | 24.61%-33.5pp | -7.84%-1.1pp |
| Employer contribution / active EE | $2,393 | $1,960+22.1% | $3,372-29.0% | $2,596-7.8% |
| Participant deferral / active EE | $3,586 | $3,077+16.5% | $4,625-22.5% | $4,027-11.0% |
| Admin fee / account holder | $924 | $4,903-81.2% | $7,339-87.4% | $5,403-82.9% |