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 | $7,010 | $211,958-96.7% | $169,463-95.9% | $135,375-94.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.52% | 3.26%-10.8pp | 1.83%-9.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,191 | $5,120-57.2% | $4,159-47.3% | $4,779-54.2% |
| Participant deferral / active EE | $2,325 | $6,075-61.7% | $5,277-55.9% | $5,609-58.5% |
| Admin fee / account holder | $1,420 | $11,471-87.6% | $9,109-84.4% | $10,827-86.9% |