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 | $16,492 | $59,805-72.4% | $79,550-79.3% | $68,494-75.9% |
| Participation rate | 94.7% | 61.1%+33.7pp | 69.5%+25.3pp | 67.9%+26.8pp |
| Annual return | -2.56% | -12.30%+9.7pp | 0.16%-2.7pp | -7.84%+5.3pp |
| Employer contribution / active EE | $2,295 | $1,505+52.5% | $2,413-4.9% | $2,596-11.6% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,729 | $4,835-64.2% | $6,832-74.7% | $5,403-68.0% |