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 | $14,772 | $105,860-86.0% | $90,749-83.7% | $134,475-89.0% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -19.41% | -11.01%-8.4pp | -12.16%-7.2pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,771 | $3,462-48.8% | $2,921-39.4% | $4,740-62.6% |
| Participant deferral / active EE | $4,016 | $5,216-23.0% | $4,564-12.0% | $6,400-37.2% |
| Admin fee / account holder | $7,601 | $13,938-45.5% | $8,445-10.0% | $11,426-33.5% |