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 | $13,532 | $72,404-81.3% | $110,238-87.7% | $64,186-78.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 1.38% | -6.29%+7.7pp | 314.74%-313.4pp | 7.63%-6.2pp |
| Employer contribution / active EE | $1,457 | $2,282-36.1% | $3,826-61.9% | $2,381-38.8% |
| Participant deferral / active EE | $2,409 | $3,469-30.5% | $4,672-48.4% | $3,470-30.6% |
| Admin fee / account holder | $1,660 | $5,664-70.7% | $8,547-80.6% | $4,888-66.0% |