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 | $14,596 | $61,660-76.3% | $80,019-81.8% | $64,186-77.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -2.61% | -0.33%-2.3pp | 11.22%-13.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,116 | $1,810-38.3% | $2,468-54.8% | $2,381-53.1% |
| Participant deferral / active EE | $1,297 | $2,968-56.3% | $3,686-64.8% | $3,470-62.6% |
| Admin fee / account holder | $1,235 | $5,417-77.2% | $6,521-81.1% | $4,888-74.7% |