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 | $9,142 | $69,518-86.8% | $59,878-84.7% | $135,375-93.2% |
| Participation rate | 82.6% | 77.8%+4.8pp | 74.7%+7.9pp | 82.6%0pp |
| Annual return | -4.35% | 7.94%-12.3pp | 3.46%-7.8pp | 519.73%-524.1pp |
| Employer contribution / active EE | $444 | $3,235-86.3% | $2,722-83.7% | $4,779-90.7% |
| Participant deferral / active EE | $2,027 | $4,206-51.8% | $3,402-40.4% | $5,609-63.9% |
| Admin fee / account holder | $2,274 | $5,734-60.3% | $3,590-36.7% | $10,827-79.0% |