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 | $16,409 | $142,344-88.5% | $119,609-86.3% | $134,475-87.8% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -19.86% | -12.44%-7.4pp | -14.97%-4.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,338 | $5,222-74.4% | $4,232-68.4% | $4,740-71.8% |
| Participant deferral / active EE | $2,561 | $6,469-60.4% | $5,602-54.3% | $6,400-60.0% |
| Admin fee / account holder | $3,694 | $13,584-72.8% | $10,323-64.2% | $11,426-67.7% |