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 | $14,184 | $71,883-80.3% | $86,677-83.6% | $68,494-79.3% |
| Participation rate | 92.1% | 72.2%+19.9pp | 76.6%+15.5pp | 67.9%+24.2pp |
| Annual return | -16.70% | 3.52%-20.2pp | 35.91%-52.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,724 | $2,173+71.4% | $2,836+31.3% | $2,596+43.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,181 | $6,112-31.6% | $7,493-44.2% | $5,403-22.6% |