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 | $17,286 | $77,813-77.8% | $123,544-86.0% | $64,186-73.1% |
| Participation rate | 80.6% | 74.7%+5.9pp | 82.3%-1.6pp | 69.6%+11.1pp |
| Annual return | -7.17% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,665 | $3,014-44.7% | $4,628-64.0% | $2,381-30.1% |
| Participant deferral / active EE | $6,232 | $5,240+18.9% | $6,426-3.0% | $3,470+79.6% |
| Admin fee / account holder | $5,315 | $5,519-3.7% | $9,284-42.8% | $4,888+8.7% |