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 | $25,224 | $72,404-65.2% | $110,238-77.1% | $64,186-60.7% |
| Participation rate | 73.8% | 73.3%+0.5pp | 79.8%-6.0pp | 69.6%+4.2pp |
| Annual return | 0.56% | -6.29%+6.9pp | 314.74%-314.2pp | 7.63%-7.1pp |
| Employer contribution / active EE | $1,427 | $2,282-37.5% | $3,826-62.7% | $2,381-40.1% |
| Participant deferral / active EE | $3,207 | $3,469-7.6% | $4,672-31.4% | $3,470-7.6% |
| Admin fee / account holder | $8,823 | $5,664+55.8% | $8,547+3.2% | $4,888+80.5% |