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 | $13,799 | $73,004-81.1% | $90,749-84.8% | $68,494-79.9% |
| Participation rate | 96.7% | 70.8%+25.8pp | 75.7%+21.0pp | 67.9%+28.8pp |
| Annual return | -17.86% | -13.81%-4.0pp | -12.16%-5.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,545 | $2,193+16.1% | $2,921-12.9% | $2,596-2.0% |
| Participant deferral / active EE | $1,851 | $3,627-49.0% | $4,564-59.4% | $4,027-54.0% |
| Admin fee / account holder | $2,876 | $5,896-51.2% | $8,445-65.9% | $5,403-46.8% |