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 | $13,250 | $211,958-93.7% | $169,463-92.2% | $135,375-90.2% |
| Participation rate | 78.6% | 82.6%-4.1pp | 77.8%+0.8pp | 82.6%-4.1pp |
| Annual return | 1.73% | 3.26%-1.5pp | 1.83%-0.1pp | 519.73%-518.0pp |
| Employer contribution / active EE | $2,143 | $5,120-58.1% | $4,159-48.5% | $4,779-55.2% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,077 | $11,471-55.7% | $9,109-44.3% | $10,827-53.1% |