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 | $32,212 | $110,094-70.7% | $151,611-78.8% | $68,494-53.0% |
| Participation rate | 79.1% | 84.0%-4.9pp | 87.5%-8.4pp | 67.9%+11.2pp |
| Annual return | -17.75% | -10.12%-7.6pp | 3.33%-21.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,868 | $4,471-58.2% | $6,166-69.7% | $2,596-28.1% |
| Participant deferral / active EE | $4,269 | $6,527-34.6% | $8,363-49.0% | $4,027+6.0% |
| Admin fee / account holder | $3,751 | $7,719-51.4% | $11,616-67.7% | $5,403-30.6% |