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 | $14,450 | $131,829-89.0% | $108,579-86.7% | $273,961-94.7% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.6%-6.8pp | 83.0%-10.3pp |
| Annual return | 10.10% | -91.57%+101.7pp | -51.70%+61.8pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,630 | $4,912-66.8% | $3,758-56.6% | $4,869-66.5% |
| Participant deferral / active EE | $4,158 | $5,127-18.9% | $4,311-3.5% | $5,287-21.4% |
| Admin fee / account holder | $884 | $10,252-91.4% | $7,645-88.4% | $10,132-91.3% |