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 | $23,035 | $71,883-68.0% | $86,677-73.4% | $68,494-66.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -8.76% | 3.52%-12.3pp | 35.91%-44.7pp | -7.84%-0.9pp |
| Employer contribution / active EE | $883 | $2,173-59.3% | $2,836-68.9% | $2,596-66.0% |
| Participant deferral / active EE | $1,946 | $3,779-48.5% | $4,656-58.2% | $4,027-51.7% |
| Admin fee / account holder | $3,115 | $6,112-49.0% | $7,493-58.4% | $5,403-42.3% |