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 | $29,040 | $94,529-69.3% | $140,016-79.3% | $64,186-54.8% |
| Participation rate | 86.5% | 84.1%+2.4pp | 87.5%-1.0pp | 69.6%+16.9pp |
| Annual return | -3.73% | 7.77%-11.5pp | 651.12%-654.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,501 | $3,812-34.4% | $5,606-55.4% | $2,381+5.0% |
| Participant deferral / active EE | $4,715 | $5,250-10.2% | $6,927-31.9% | $3,470+35.9% |
| Admin fee / account holder | $9,673 | $6,741+43.5% | $10,705-9.6% | $4,888+97.9% |