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 | $8,050 | $95,193-91.5% | $76,523-89.5% | $135,375-94.1% |
| Participation rate | 76.5% | 74.4%+2.1pp | 68.0%+8.5pp | 82.6%-6.2pp |
| Annual return | -6.93% | 4.85%-11.8pp | -0.27%-6.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,233 | $3,302-62.7% | $2,647-53.4% | $4,779-74.2% |
| Participant deferral / active EE | $1,234 | $4,639-73.4% | $3,835-67.8% | $5,609-78.0% |
| Admin fee / account holder | $1,995 | $6,249-68.1% | $4,848-58.8% | $10,827-81.6% |