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 | $24,835 | $65,703-62.2% | $94,224-73.6% | $59,632-58.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.77% | 5.22%-7.0pp | 10.68%-12.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,705 | $2,021-15.6% | $3,587-52.5% | $2,203-22.6% |
| Participant deferral / active EE | $2,804 | $3,143-10.8% | $4,320-35.1% | $3,192-12.2% |
| Admin fee / account holder | $8,937 | $4,264+109.6% | $6,269+42.6% | $4,297+108.0% |