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 | $17,904 | $73,004-75.5% | $90,749-80.3% | $68,494-73.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -17.15% | -13.81%-3.3pp | -12.16%-5.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,365 | $2,193+7.8% | $2,921-19.0% | $2,596-8.9% |
| Participant deferral / active EE | $2,798 | $3,627-22.8% | $4,564-38.7% | $4,027-30.5% |
| Admin fee / account holder | $916 | $5,896-84.5% | $8,445-89.2% | $5,403-83.1% |