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 | $10,641 | $92,222-88.5% | $76,768-86.1% | $135,375-92.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.31% | 5.46%-12.8pp | 2.43%-9.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,180 | $3,216-32.2% | $2,485-12.3% | $4,779-54.4% |
| Participant deferral / active EE | $2,521 | $4,509-44.1% | $3,852-34.6% | $5,609-55.1% |
| Admin fee / account holder | $3,477 | $10,748-67.7% | $6,675-47.9% | $10,827-67.9% |