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 | $18,186 | $92,222-80.3% | $76,768-76.3% | $135,375-86.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.30% | 5.46%-11.8pp | 2.43%-8.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,980 | $3,216-38.4% | $2,485-20.3% | $4,779-58.6% |
| Participant deferral / active EE | $2,983 | $4,509-33.8% | $3,852-22.5% | $5,609-46.8% |
| Admin fee / account holder | $9,472 | $10,748-11.9% | $6,675+41.9% | $10,827-12.5% |