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 | $13,674 | $131,829-89.6% | $108,579-87.4% | $273,961-95.0% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.6%+12.7pp | 83.0%+9.3pp |
| Annual return | 11.14% | -91.57%+102.7pp | -51.70%+62.8pp | 41.45%-30.3pp |
| Employer contribution / active EE | $1,934 | $4,912-60.6% | $3,758-48.5% | $4,869-60.3% |
| Participant deferral / active EE | $2,875 | $5,127-43.9% | $4,311-33.3% | $5,287-45.6% |
| Admin fee / account holder | $369 | $10,252-96.4% | $7,645-95.2% | $10,132-96.4% |