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 | $17,583 | $71,883-75.5% | $86,677-79.7% | $68,494-74.3% |
| Participation rate | 94.0% | 72.2%+21.8pp | 76.6%+17.5pp | 67.9%+26.1pp |
| Annual return | -15.02% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $958 | $2,173-55.9% | $2,836-66.2% | $2,596-63.1% |
| Participant deferral / active EE | $2,828 | $3,779-25.2% | $4,656-39.3% | $4,027-29.8% |
| Admin fee / account holder | $1,190 | $6,112-80.5% | $7,493-84.1% | $5,403-78.0% |