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 | $13,953 | $71,883-80.6% | $86,677-83.9% | $68,494-79.6% |
| Participation rate | 73.8% | 72.2%+1.6pp | 76.6%-2.8pp | 67.9%+5.9pp |
| Annual return | -13.09% | 3.52%-16.6pp | 35.91%-49.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,082 | $2,173-50.2% | $2,836-61.9% | $2,596-58.3% |
| Participant deferral / active EE | $3,103 | $3,779-17.9% | $4,656-33.4% | $4,027-23.0% |
| Admin fee / account holder | $7,866 | $6,112+28.7% | $7,493+5.0% | $5,403+45.6% |