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 | $12,050 | $211,958-94.3% | $169,463-92.9% | $135,375-91.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.87% | 3.26%-4.1pp | 1.83%-2.7pp | 519.73%-520.6pp |
| Employer contribution / active EE | $4,598 | $5,120-10.2% | $4,159+10.6% | $4,779-3.8% |
| Participant deferral / active EE | $5,441 | $6,075-10.4% | $5,277+3.1% | $5,609-3.0% |
| Admin fee / account holder | $148,418 | $11,471+1193.9% | $9,109+1529.3% | $10,827+1270.8% |