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 9-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 | $11,143 | $64,707-82.8% | $112,228-90.1% | $68,494-83.7% |
| Participation rate | 96.8% | 67.2%+29.6pp | 75.1%+21.7pp | 67.9%+28.9pp |
| Annual return | -19.28% | -11.40%-7.9pp | 27.45%-46.7pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,741 | $2,746-36.6% | $3,635-52.1% | $2,596-32.9% |
| Participant deferral / active EE | $2,997 | $3,565-15.9% | $4,728-36.6% | $4,027-25.6% |
| Admin fee / account holder | $2,789 | $5,232-46.7% | $6,410-56.5% | $5,403-48.4% |