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 | $11,130 | $140,588-92.1% | $123,104-91.0% | $125,391-91.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.44% | 16.80%-17.2pp | 13.22%-13.7pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,618 | $6,041-73.2% | $5,151-68.6% | $4,866-66.8% |
| Participant deferral / active EE | $2,464 | $6,980-64.7% | $6,230-60.5% | $5,352-54.0% |
| Admin fee / account holder | $13,642 | $11,198+21.8% | $9,015+51.3% | $9,540+43.0% |