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 | $18,352 | $62,586-70.7% | $76,768-76.1% | $64,186-71.4% |
| Participation rate | 79.1% | 72.8%+6.3pp | 77.0%+2.1pp | 69.6%+9.5pp |
| Annual return | -4.79% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,855 | $1,832+1.3% | $2,485-25.3% | $2,381-22.1% |
| Participant deferral / active EE | $2,834 | $3,145-9.9% | $3,852-26.4% | $3,470-18.3% |
| Admin fee / account holder | $8,710 | $4,667+86.6% | $6,675+30.5% | $4,888+78.2% |