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 | $16,211 | $105,860-84.7% | $90,749-82.1% | $134,475-87.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -7.55% | -11.01%+3.5pp | -12.16%+4.6pp | 417.96%-425.5pp |
| Employer contribution / active EE | $1,327 | $3,462-61.7% | $2,921-54.6% | $4,740-72.0% |
| Participant deferral / active EE | $1,510 | $5,216-71.1% | $4,564-66.9% | $6,400-76.4% |
| Admin fee / account holder | $7,395 | $13,938-46.9% | $8,445-12.4% | $11,426-35.3% |