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 4-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 | $17,831 | $167,307-89.3% | $143,757-87.6% | $134,475-86.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.99% | 0.46%-3.5pp | -0.04%-3.0pp | 417.96%-421.0pp |
| Employer contribution / active EE | $2,866 | $5,619-49.0% | $4,951-42.1% | $4,740-39.5% |
| Participant deferral / active EE | $3,834 | $6,446-40.5% | $5,637-32.0% | $6,400-40.1% |
| Admin fee / account holder | $38,718 | $18,088+114.0% | $14,673+163.9% | $11,426+238.9% |