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 | $5,048 | $167,307-97.0% | $143,757-96.5% | $134,475-96.2% |
| Participation rate | 70.6% | 84.8%-14.2pp | 80.3%-9.7pp | 81.2%-10.6pp |
| Annual return | -11.05% | 0.46%-11.5pp | -0.04%-11.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,570 | $5,619-72.1% | $4,951-68.3% | $4,740-66.9% |
| Participant deferral / active EE | $2,559 | $6,446-60.3% | $5,637-54.6% | $6,400-60.0% |
| Admin fee / account holder | $13,632 | $18,088-24.6% | $14,673-7.1% | $11,426+19.3% |