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 | $23,778 | $94,529-74.8% | $140,016-83.0% | $64,186-63.0% |
| Participation rate | 95.3% | 84.1%+11.3pp | 87.5%+7.9pp | 69.6%+25.8pp |
| Annual return | -4.84% | 7.77%-12.6pp | 651.12%-656.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,311 | $3,812-39.4% | $5,606-58.8% | $2,381-2.9% |
| Participant deferral / active EE | $2,551 | $5,250-51.4% | $6,927-63.2% | $3,470-26.5% |
| Admin fee / account holder | $1,523 | $6,741-77.4% | $10,705-85.8% | $4,888-68.8% |