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 | $10,575 | $107,791-90.2% | $90,645-88.3% | $135,375-92.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.24% | -0.90%-6.3pp | 1.88%-9.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,998 | $3,018-33.8% | $2,532-21.1% | $4,779-58.2% |
| Participant deferral / active EE | $2,251 | $3,872-41.9% | $3,425-34.3% | $5,609-59.9% |
| Admin fee / account holder | $1,568 | $5,930-73.6% | $4,994-68.6% | $10,827-85.5% |