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 | $9,883 | $72,404-86.3% | $110,238-91.0% | $64,186-84.6% |
| Participation rate | 74.1% | 73.3%+0.7pp | 79.8%-5.7pp | 69.6%+4.5pp |
| Annual return | -4.90% | -6.29%+1.4pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,534 | $2,282+54.9% | $3,826-7.6% | $2,381+48.4% |
| Participant deferral / active EE | $3,831 | $3,469+10.4% | $4,672-18.0% | $3,470+10.4% |
| Admin fee / account holder | $22,469 | $5,664+296.7% | $8,547+162.9% | $4,888+359.7% |