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 | $13,941 | $158,817-91.2% | $121,196-88.5% | $135,375-89.7% |
| Participation rate | 88.9% | 79.3%+9.6pp | 71.7%+17.1pp | 82.6%+6.2pp |
| Annual return | -5.56% | -0.64%-4.9pp | 16.93%-22.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,484 | $5,665-73.8% | $4,022-63.1% | $4,779-69.0% |
| Participant deferral / active EE | $1,882 | $4,005-53.0% | $3,344-43.7% | $5,609-66.4% |
| Admin fee / account holder | $464 | $6,512-92.9% | $5,019-90.8% | $10,827-95.7% |