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 | $17,563 | $94,529-81.4% | $140,016-87.5% | $64,186-72.6% |
| Participation rate | 76.5% | 84.1%-7.6pp | 87.5%-11.0pp | 69.6%+6.9pp |
| Annual return | 3.18% | 7.77%-4.6pp | 651.12%-647.9pp | 7.63%-4.4pp |
| Employer contribution / active EE | $1,218 | $3,812-68.1% | $5,606-78.3% | $2,381-48.9% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $562 | $6,741-91.7% | $10,705-94.7% | $4,888-88.5% |