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 | $24,352 | $72,404-66.4% | $110,238-77.9% | $64,186-62.1% |
| Participation rate | 72.0% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.4pp |
| Annual return | -6.60% | -6.29%-0.3pp | 314.74%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,422 | $2,282-37.7% | $3,826-62.8% | $2,381-40.3% |
| Participant deferral / active EE | $2,942 | $3,469-15.2% | $4,672-37.0% | $3,470-15.2% |
| Admin fee / account holder | $1,532 | $5,664-73.0% | $8,547-82.1% | $4,888-68.7% |