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 | $22,895 | $84,487-72.9% | $125,339-81.7% | $66,914-65.8% |
| Participation rate | 72.3% | 76.4%-4.1pp | 82.4%-10.1pp | 69.8%+2.5pp |
| Annual return | -15.50% | -8.39%-7.1pp | 572.05%-587.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,172 | $3,553-38.9% | $4,814-54.9% | $2,544-14.6% |
| Participant deferral / active EE | $4,413 | $6,781-34.9% | $7,446-40.7% | $4,237+4.1% |
| Admin fee / account holder | $1,664 | $685+142.9% | $10,010-83.4% | $593+180.5% |