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 | $18,856 | $142,344-86.8% | $119,609-84.2% | $134,475-86.0% |
| Participation rate | 76.9% | 82.8%-5.9pp | 79.3%-2.3pp | 81.2%-4.3pp |
| Annual return | -6.78% | -12.44%+5.7pp | -14.97%+8.2pp | 417.96%-424.7pp |
| Employer contribution / active EE | $1,407 | $5,222-73.0% | $4,232-66.7% | $4,740-70.3% |
| Participant deferral / active EE | $2,098 | $6,469-67.6% | $5,602-62.5% | $6,400-67.2% |
| Admin fee / account holder | $3,314 | $13,584-75.6% | $10,323-67.9% | $11,426-71.0% |