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 | $22,534 | $62,586-64.0% | $76,768-70.6% | $64,186-64.9% |
| Participation rate | 88.6% | 72.8%+15.8pp | 77.0%+11.7pp | 69.6%+19.1pp |
| Annual return | -7.38% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $3,773 | $1,832+105.9% | $2,485+51.8% | $2,381+58.5% |
| Participant deferral / active EE | $5,161 | $3,145+64.1% | $3,852+34.0% | $3,470+48.8% |
| Admin fee / account holder | $1,575 | $4,667-66.3% | $6,675-76.4% | $4,888-67.8% |