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 | $31,220 | $110,094-71.6% | $151,611-79.4% | $68,494-54.4% |
| Participation rate | 73.8% | 84.0%-10.2pp | 87.5%-13.7pp | 67.9%+5.9pp |
| Annual return | -18.23% | -10.12%-8.1pp | 3.33%-21.6pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,758 | $4,471-60.7% | $6,166-71.5% | $2,596-32.3% |
| Participant deferral / active EE | $3,051 | $6,527-53.3% | $8,363-63.5% | $4,027-24.2% |
| Admin fee / account holder | $2,365 | $7,719-69.4% | $11,616-79.6% | $5,403-56.2% |