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 6-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 | $15,897 | $82,664-80.8% | $125,339-87.3% | $68,494-76.8% |
| Participation rate | 71.1% | 75.0%-4.0pp | 82.4%-11.3pp | 67.9%+3.2pp |
| Annual return | -16.45% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,922 | $3,381-43.2% | $4,814-60.1% | $2,596-26.0% |
| Participant deferral / active EE | $4,181 | $6,110-31.6% | $7,446-43.8% | $4,027+3.8% |
| Admin fee / account holder | $848 | $6,275-86.5% | $10,010-91.5% | $5,403-84.3% |