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 | $14,437 | $61,660-76.6% | $80,019-82.0% | $64,186-77.5% |
| Participation rate | 88.7% | 71.7%+17.0pp | 75.8%+12.9pp | 69.6%+19.1pp |
| Annual return | -2.59% | -0.33%-2.3pp | 11.22%-13.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $4,740 | $1,810+161.8% | $2,468+92.1% | $2,381+99.1% |
| Participant deferral / active EE | $7,748 | $2,968+161.1% | $3,686+110.2% | $3,470+123.3% |
| Admin fee / account holder | $5,372 | $5,417-0.8% | $6,521-17.6% | $4,888+9.9% |