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 | $8,861 | $67,411-86.9% | $91,001-90.3% | $70,131-87.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 16.72% | -40.16%+56.9pp | 4.60%+12.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,889 | $1,786+5.7% | $2,456-23.1% | $2,342-19.4% |
| Participant deferral / active EE | $2,977 | $2,823+5.5% | $3,547-16.1% | $3,332-10.6% |
| Admin fee / account holder | $1,634 | $4,236-61.4% | $5,417-69.8% | $4,645-64.8% |