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 | $24,531 | $67,411-63.6% | $91,001-73.0% | $70,131-65.0% |
| Participation rate | 79.7% | 71.4%+8.3pp | 75.6%+4.1pp | 69.5%+10.1pp |
| Annual return | 13.16% | -40.16%+53.3pp | 4.60%+8.6pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,695 | $1,786-5.1% | $2,456-31.0% | $2,342-27.6% |
| Participant deferral / active EE | $1,413 | $2,823-50.0% | $3,547-60.2% | $3,332-57.6% |
| Admin fee / account holder | $909 | $4,236-78.5% | $5,417-83.2% | $4,645-80.4% |