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 | $22,765 | $167,484-86.4% | $151,611-85.0% | $134,475-83.1% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -16.42% | 7.80%-24.2pp | 3.33%-19.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $4,850 | $6,829-29.0% | $6,166-21.3% | $4,740+2.3% |
| Participant deferral / active EE | $3,456 | $8,986-61.5% | $8,363-58.7% | $6,400-46.0% |
| Admin fee / account holder | $2,107 | $13,783-84.7% | $11,616-81.9% | $11,426-81.6% |