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 | $18,228 | $72,177-74.7% | $115,037-84.2% | $59,632-69.4% |
| Participation rate | 81.1% | 72.6%+8.5pp | 81.4%-0.3pp | 68.7%+12.4pp |
| Annual return | -2.17% | 12.02%-14.2pp | 26.14%-28.3pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,323 | $2,841-53.4% | $4,608-71.3% | $2,203-39.9% |
| Participant deferral / active EE | $3,824 | $4,783-20.1% | $6,026-36.6% | $3,192+19.8% |
| Admin fee / account holder | $709 | $4,927-85.6% | $8,175-91.3% | $4,297-83.5% |