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 | $11,919 | $82,032-85.5% | $123,104-90.3% | $59,632-80.0% |
| Participation rate | 91.7% | 83.2%+8.5pp | 86.8%+4.9pp | 68.7%+23.0pp |
| Annual return | 0.48% | 5.12%-4.6pp | 13.22%-12.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,238 | $4,667-52.0% | $6,230-64.1% | $3,192-29.9% |
| Admin fee / account holder | $2,778 | $5,881-52.8% | $9,015-69.2% | $4,297-35.4% |