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 | $16,148 | $61,660-73.8% | $80,019-79.8% | $64,186-74.8% |
| Participation rate | 93.3% | 71.7%+21.6pp | 75.8%+17.5pp | 69.6%+23.8pp |
| Annual return | -6.32% | -0.33%-6.0pp | 11.22%-17.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,714 | $1,810-5.4% | $2,468-30.6% | $2,381-28.0% |
| Participant deferral / active EE | $2,240 | $2,968-24.5% | $3,686-39.2% | $3,470-35.4% |
| Admin fee / account holder | $2,972 | $5,417-45.1% | $6,521-54.4% | $4,888-39.2% |