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 | $26,030 | $110,094-76.4% | $151,611-82.8% | $68,494-62.0% |
| Participation rate | 96.3% | 84.0%+12.3pp | 87.5%+8.8pp | 67.9%+28.4pp |
| Annual return | -11.53% | -10.12%-1.4pp | 3.33%-14.9pp | -7.84%-3.7pp |
| Employer contribution / active EE | $6,900 | $4,471+54.3% | $6,166+11.9% | $2,596+165.8% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,417 | $7,719-68.7% | $11,616-79.2% | $5,403-55.3% |