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 5-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 | $20,175 | $167,484-88.0% | $151,611-86.7% | $134,475-85.0% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -20.50% | 7.80%-28.3pp | 3.33%-23.8pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,092 | $6,829-69.4% | $6,166-66.1% | $4,740-55.9% |
| Participant deferral / active EE | $8,377 | $8,986-6.8% | $8,363+0.2% | $6,400+30.9% |
| Admin fee / account holder | $1,442 | $13,783-89.5% | $11,616-87.6% | $11,426-87.4% |