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 | $16,763 | $62,586-73.2% | $76,768-78.2% | $64,186-73.9% |
| Participation rate | 77.7% | 72.8%+4.8pp | 77.0%+0.7pp | 69.6%+8.1pp |
| Annual return | -4.45% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $952 | $1,832-48.0% | $2,485-61.7% | $2,381-60.0% |
| Participant deferral / active EE | $2,314 | $3,145-26.4% | $3,852-39.9% | $3,470-33.3% |
| Admin fee / account holder | $2,165 | $4,667-53.6% | $6,675-67.6% | $4,888-55.7% |