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 | $15,744 | $67,411-76.6% | $91,001-82.7% | $70,131-77.6% |
| Participation rate | 94.3% | 71.4%+22.9pp | 75.6%+18.7pp | 69.5%+24.7pp |
| Annual return | 17.35% | -40.16%+57.5pp | 4.60%+12.8pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,416 | $1,786-20.7% | $2,456-42.3% | $2,342-39.6% |
| Participant deferral / active EE | $1,972 | $2,823-30.1% | $3,547-44.4% | $3,332-40.8% |
| Admin fee / account holder | $694 | $4,236-83.6% | $5,417-87.2% | $4,645-85.1% |