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 | $13,404 | $63,953-79.0% | $54,726-75.5% | $135,375-90.1% |
| Participation rate | 85.7% | 84.9%+0.8pp | 79.1%+6.6pp | 82.6%+3.1pp |
| Annual return | -7.11% | -5.77%-1.3pp | -4.56%-2.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,420 | $4,256-66.6% | $3,449-58.8% | $4,779-70.3% |
| Participant deferral / active EE | $1,939 | $4,810-59.7% | $3,953-50.9% | $5,609-65.4% |
| Admin fee / account holder | $1,296 | $4,567-71.6% | $3,818-66.0% | $10,827-88.0% |