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 | $33,876 | $110,094-69.2% | $151,611-77.7% | $68,494-50.5% |
| Participation rate | 79.3% | 84.0%-4.7pp | 87.5%-8.2pp | 67.9%+11.4pp |
| Annual return | -13.90% | -10.12%-3.8pp | 3.33%-17.2pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,979 | $4,471-55.7% | $6,166-67.9% | $2,596-23.8% |
| Participant deferral / active EE | $3,691 | $6,527-43.5% | $8,363-55.9% | $4,027-8.4% |
| Admin fee / account holder | $742 | $7,719-90.4% | $11,616-93.6% | $5,403-86.3% |