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 | $24,453 | $72,404-66.2% | $110,238-77.8% | $64,186-61.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.09% | -6.29%+3.2pp | 314.74%-317.8pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,697 | $2,282-25.6% | $3,826-55.6% | $2,381-28.7% |
| Participant deferral / active EE | $2,856 | $3,469-17.7% | $4,672-38.9% | $3,470-17.7% |
| Admin fee / account holder | $3,772 | $5,664-33.4% | $8,547-55.9% | $4,888-22.8% |