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 | $12,937 | $59,805-78.4% | $79,550-83.7% | $68,494-81.1% |
| Participation rate | 81.7% | 61.1%+20.6pp | 69.5%+12.2pp | 67.9%+13.8pp |
| Annual return | 20.10% | -12.30%+32.4pp | 0.16%+19.9pp | -7.84%+27.9pp |
| Employer contribution / active EE | $2,324 | $1,505+54.5% | $2,413-3.7% | $2,596-10.5% |
| Participant deferral / active EE | $2,975 | $3,024-1.6% | $3,985-25.3% | $4,027-26.1% |
| Admin fee / account holder | $884 | $4,835-81.7% | $6,832-87.1% | $5,403-83.6% |