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 | $26,328 | $110,094-76.1% | $151,611-82.6% | $68,494-61.6% |
| Participation rate | 96.4% | 84.0%+12.4pp | 87.5%+8.9pp | 67.9%+28.5pp |
| Annual return | -11.17% | -10.12%-1.0pp | 3.33%-14.5pp | -7.84%-3.3pp |
| Employer contribution / active EE | $2,171 | $4,471-51.4% | $6,166-64.8% | $2,596-16.4% |
| Participant deferral / active EE | $4,327 | $6,527-33.7% | $8,363-48.3% | $4,027+7.4% |
| Admin fee / account holder | $1,995 | $7,719-74.2% | $11,616-82.8% | $5,403-63.1% |