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 | $11,192 | $127,386-91.2% | $115,037-90.3% | $125,391-91.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.04% | 31.28%-32.3pp | 26.14%-27.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,516 | $5,166-70.7% | $4,608-67.1% | $4,866-68.8% |
| Participant deferral / active EE | $2,484 | $6,423-61.3% | $6,026-58.8% | $5,352-53.6% |
| Admin fee / account holder | $13,917 | $9,516+46.2% | $8,175+70.2% | $9,540+45.9% |