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 | $18,292 | $54,380-66.4% | $68,509-73.3% | $59,632-69.3% |
| Participation rate | 86.2% | 70.2%+16.0pp | 74.7%+11.5pp | 68.7%+17.5pp |
| Annual return | -0.96% | 2.83%-3.8pp | 8.27%-9.2pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $3,062 | $1,539+99.0% | $2,278+34.4% | $2,203+39.0% |
| Participant deferral / active EE | $4,910 | $2,643+85.8% | $3,382+45.2% | $3,192+53.8% |
| Admin fee / account holder | $2,653 | $3,885-31.7% | $5,275-49.7% | $4,297-38.3% |