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 | $11,727 | $127,386-90.8% | $115,037-89.8% | $125,391-90.6% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $4,060 | $5,166-21.4% | $4,608-11.9% | $4,866-16.6% |
| Participant deferral / active EE | $6,644 | $6,423+3.4% | $6,026+10.2% | $5,352+24.1% |
| Admin fee / account holder | $1,373 | $9,516-85.6% | $8,175-83.2% | $9,540-85.6% |