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 5-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 | $18,692 | $167,484-88.8% | $151,611-87.7% | $134,475-86.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -3.39% | 7.80%-11.2pp | 3.33%-6.7pp | 417.96%-421.4pp |
| Employer contribution / active EE | $2,392 | $6,829-65.0% | $6,166-61.2% | $4,740-49.5% |
| Participant deferral / active EE | $6,852 | $8,986-23.7% | $8,363-18.1% | $6,400+7.1% |
| Admin fee / account holder | $326 | $13,783-97.6% | $11,616-97.2% | $11,426-97.1% |