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 | $9,878 | $71,883-86.3% | $86,677-88.6% | $68,494-85.6% |
| Participation rate | 98.6% | 72.2%+26.3pp | 76.6%+22.0pp | 67.9%+30.7pp |
| Annual return | -14.75% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,880 | $2,173-13.5% | $2,836-33.7% | $2,596-27.6% |
| Participant deferral / active EE | $3,503 | $3,779-7.3% | $4,656-24.8% | $4,027-13.0% |
| Admin fee / account holder | $2,010 | $6,112-67.1% | $7,493-73.2% | $5,403-62.8% |