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 | $17,771 | $175,600-89.9% | $129,110-86.2% | $134,475-86.8% |
| Participation rate | 70.0% | 81.6%-11.6pp | 77.3%-7.3pp | 81.2%-11.2pp |
| Annual return | -18.21% | -11.39%-6.8pp | -10.94%-7.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,293 | $6,355-63.9% | $5,052-54.6% | $4,740-51.6% |
| Participant deferral / active EE | $3,999 | $7,975-49.9% | $6,542-38.9% | $6,400-37.5% |
| Admin fee / account holder | $10,662 | $23,567-54.8% | $14,302-25.5% | $11,426-6.7% |