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 | $21,662 | $127,100-83.0% | $105,738-79.5% | $135,375-84.0% |
| Participation rate | 81.8% | 82.7%-0.9pp | 76.3%+5.5pp | 82.6%-0.8pp |
| Annual return | -8.06% | 4.49%-12.6pp | 6.27%-14.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,959 | $4,107-52.3% | $3,268-40.0% | $4,779-59.0% |
| Participant deferral / active EE | $6,374 | $5,064+25.9% | $4,080+56.2% | $5,609+13.7% |
| Admin fee / account holder | $1,709 | $9,087-81.2% | $6,913-75.3% | $10,827-84.2% |