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 | $20,430 | $73,102-72.1% | $123,544-83.5% | $56,287-63.7% |
| Participation rate | 84.0% | 74.3%+9.6pp | 82.3%+1.7pp | 69.9%+14.1pp |
| Annual return | -4.31% | 3.01%-7.3pp | 119.20%-123.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,073 | $2,977-64.0% | $4,628-76.8% | $2,111-49.2% |
| Participant deferral / active EE | $3,248 | $5,423-40.1% | $6,426-49.5% | $3,350-3.0% |
| Admin fee / account holder | $1,313 | $554+137.2% | $9,284-85.9% | $521+152.1% |