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 | $12,087 | $71,883-83.2% | $86,677-86.1% | $68,494-82.4% |
| Participation rate | 79.5% | 72.2%+7.3pp | 76.6%+3.0pp | 67.9%+11.7pp |
| Annual return | -11.73% | 3.52%-15.3pp | 35.91%-47.6pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,100 | $2,173-49.4% | $2,836-61.2% | $2,596-57.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $638 | $6,112-89.6% | $7,493-91.5% | $5,403-88.2% |