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 | $20,984 | $131,829-84.1% | $108,579-80.7% | $273,961-92.3% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 6.88% | -91.57%+98.4pp | -51.70%+58.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,558 | $4,912-68.3% | $3,758-58.5% | $4,869-68.0% |
| Participant deferral / active EE | $2,620 | $5,127-48.9% | $4,311-39.2% | $5,287-50.5% |
| Admin fee / account holder | $437 | $10,252-95.7% | $7,645-94.3% | $10,132-95.7% |