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 | $21,111 | $71,883-70.6% | $86,677-75.6% | $68,494-69.2% |
| Participation rate | 86.7% | 72.2%+14.4pp | 76.6%+10.1pp | 67.9%+18.8pp |
| Annual return | -8.88% | 3.52%-12.4pp | 35.91%-44.8pp | -7.84%-1.0pp |
| Employer contribution / active EE | $1,205 | $2,173-44.6% | $2,836-57.5% | $2,596-53.6% |
| Participant deferral / active EE | $3,276 | $3,779-13.3% | $4,656-29.6% | $4,027-18.6% |
| Admin fee / account holder | $2,828 | $6,112-53.7% | $7,493-62.3% | $5,403-47.7% |