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 | $20,228 | $62,586-67.7% | $76,768-73.7% | $64,186-68.5% |
| Participation rate | 81.7% | 72.8%+8.9pp | 77.0%+4.7pp | 69.6%+12.1pp |
| Annual return | -7.09% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,118 | $1,832-38.9% | $2,485-55.0% | $2,381-53.0% |
| Participant deferral / active EE | $1,728 | $3,145-45.0% | $3,852-55.1% | $3,470-50.2% |
| Admin fee / account holder | $2,056 | $4,667-55.9% | $6,675-69.2% | $4,888-57.9% |