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 | $15,581 | $71,883-78.3% | $86,677-82.0% | $68,494-77.3% |
| Participation rate | 85.2% | 72.2%+13.0pp | 76.6%+8.7pp | 67.9%+17.4pp |
| Annual return | -18.44% | 3.52%-22.0pp | 35.91%-54.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $938 | $2,173-56.8% | $2,836-66.9% | $2,596-63.9% |
| Participant deferral / active EE | $2,144 | $3,779-43.3% | $4,656-54.0% | $4,027-46.8% |
| Admin fee / account holder | $1,041 | $6,112-83.0% | $7,493-86.1% | $5,403-80.7% |