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 | $10,518 | $95,971-89.0% | $74,550-85.9% | $135,375-92.2% |
| Participation rate | 78.9% | 75.7%+3.3pp | 69.1%+9.8pp | 82.6%-3.7pp |
| Annual return | -8.82% | 56.96%-65.8pp | 32.53%-41.4pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,771 | $2,716-34.8% | $1,961-9.7% | $4,779-62.9% |
| Participant deferral / active EE | $3,305 | $3,843-14.0% | $3,108+6.3% | $5,609-41.1% |
| Admin fee / account holder | $487 | $6,522-92.5% | $5,060-90.4% | $10,827-95.5% |