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 | $8,705 | $73,867-88.2% | $143,757-93.9% | $68,494-87.3% |
| Participation rate | 79.5% | 66.7%+12.9pp | 80.3%-0.8pp | 67.9%+11.7pp |
| Annual return | -17.23% | 1.01%-18.2pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,486 | $3,184-53.3% | $4,951-70.0% | $2,596-42.8% |
| Participant deferral / active EE | $1,650 | $3,384-51.2% | $5,637-70.7% | $4,027-59.0% |
| Admin fee / account holder | $862 | $5,755-85.0% | $14,673-94.1% | $5,403-84.0% |