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 | $14,785 | $131,829-88.8% | $108,579-86.4% | $273,961-94.6% |
| Participation rate | 88.2% | 83.5%+4.8pp | 79.6%+8.7pp | 83.0%+5.2pp |
| Annual return | 13.83% | -91.57%+105.4pp | -51.70%+65.5pp | 41.45%-27.6pp |
| Employer contribution / active EE | $1,516 | $4,912-69.1% | $3,758-59.7% | $4,869-68.9% |
| Participant deferral / active EE | $4,209 | $5,127-17.9% | $4,311-2.4% | $5,287-20.4% |
| Admin fee / account holder | $435 | $10,252-95.8% | $7,645-94.3% | $10,132-95.7% |