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 | $13,841 | $158,817-91.3% | $121,196-88.6% | $135,375-89.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -3.48% | -0.64%-2.8pp | 16.93%-20.4pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,370 | $5,665-75.8% | $4,022-65.9% | $4,779-71.3% |
| Participant deferral / active EE | $1,994 | $4,005-50.2% | $3,344-40.4% | $5,609-64.4% |
| Admin fee / account holder | $3,425 | $6,512-47.4% | $5,019-31.8% | $10,827-68.4% |