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 | $17,614 | $158,817-88.9% | $121,196-85.5% | $135,375-87.0% |
| Participation rate | 87.5% | 79.3%+8.2pp | 71.7%+15.8pp | 82.6%+4.9pp |
| Annual return | -6.52% | -0.64%-5.9pp | 16.93%-23.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,856 | $5,665-67.2% | $4,022-53.8% | $4,779-61.2% |
| Participant deferral / active EE | $866 | $4,005-78.4% | $3,344-74.1% | $5,609-84.6% |
| Admin fee / account holder | $13,277 | $6,512+103.9% | $5,019+164.5% | $10,827+22.6% |