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 | $17,784 | $82,664-78.5% | $125,339-85.8% | $68,494-74.0% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -2.96% | -5.97%+3.0pp | 572.05%-575.0pp | -7.84%+4.9pp |
| Employer contribution / active EE | $925 | $3,381-72.6% | $4,814-80.8% | $2,596-64.4% |
| Participant deferral / active EE | $5,619 | $6,110-8.0% | $7,446-24.5% | $4,027+39.5% |
| Admin fee / account holder | $5,400 | $6,275-14.0% | $10,010-46.1% | $5,403-0.1% |