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 | $20,194 | $131,829-84.7% | $108,579-81.4% | $273,961-92.6% |
| Participation rate | 72.2% | 83.5%-11.2pp | 79.6%-7.3pp | 83.0%-10.8pp |
| Annual return | 8.35% | -91.57%+99.9pp | -51.70%+60.0pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,110 | $4,912-36.7% | $3,758-17.2% | $4,869-36.1% |
| Participant deferral / active EE | $5,871 | $5,127+14.5% | $4,311+36.2% | $5,287+11.0% |
| Admin fee / account holder | $2,617 | $10,252-74.5% | $7,645-65.8% | $10,132-74.2% |