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 | $19,173 | $73,004-73.7% | $90,749-78.9% | $68,494-72.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -4.94% | -13.81%+8.9pp | -12.16%+7.2pp | -7.84%+2.9pp |
| Employer contribution / active EE | $2,093 | $2,193-4.6% | $2,921-28.3% | $2,596-19.4% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,501 | $5,896-74.5% | $8,445-82.2% | $5,403-72.2% |