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 3-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 | $11,370 | $167,484-93.2% | $151,611-92.5% | $134,475-91.5% |
| Participation rate | 72.7% | 88.4%-15.7pp | 87.5%-14.8pp | 81.2%-8.5pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,854 | $6,829-58.2% | $6,166-53.7% | $4,740-39.8% |
| Participant deferral / active EE | $8,347 | $8,986-7.1% | $8,363-0.2% | $6,400+30.4% |
| Admin fee / account holder | $1,674 | $13,783-87.9% | $11,616-85.6% | $11,426-85.3% |