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 | $21,218 | $71,883-70.5% | $86,677-75.5% | $68,494-69.0% |
| Participation rate | 74.7% | 72.2%+2.5pp | 76.6%-1.9pp | 67.9%+6.8pp |
| Annual return | -11.27% | 3.52%-14.8pp | 35.91%-47.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,282 | $2,173-41.0% | $2,836-54.8% | $2,596-50.6% |
| Participant deferral / active EE | $2,707 | $3,779-28.4% | $4,656-41.9% | $4,027-32.8% |
| Admin fee / account holder | $400 | $6,112-93.5% | $7,493-94.7% | $5,403-92.6% |