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 | $16,000 | $64,707-75.3% | $112,228-85.7% | $68,494-76.6% |
| Participation rate | 83.3% | 67.2%+16.2pp | 75.1%+8.3pp | 67.9%+15.4pp |
| Annual return | -12.31% | -11.40%-0.9pp | 27.45%-39.8pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,803 | $2,746-34.4% | $3,635-50.4% | $2,596-30.6% |
| Participant deferral / active EE | $3,900 | $3,565+9.4% | $4,728-17.5% | $4,027-3.2% |
| Admin fee / account holder | $13,369 | $5,232+155.5% | $6,410+108.6% | $5,403+147.5% |