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 | $16,121 | $57,354-71.9% | $83,848-80.8% | $64,186-74.9% |
| Participation rate | 75.9% | 68.6%+7.3pp | 76.1%-0.3pp | 69.6%+6.3pp |
| Annual return | -7.49% | 11.38%-18.9pp | 850.88%-858.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,093 | $2,545-17.8% | $3,631-42.3% | $2,381-12.1% |
| Participant deferral / active EE | $4,061 | $2,993+35.7% | $4,082-0.5% | $3,470+17.1% |
| Admin fee / account holder | $1,798 | $4,046-55.5% | $5,478-67.2% | $4,888-63.2% |