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 | $18,382 | $92,222-80.1% | $76,768-76.1% | $135,375-86.4% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -8.26% | 5.46%-13.7pp | 2.43%-10.7pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,158 | $3,216-64.0% | $2,485-53.4% | $4,779-75.8% |
| Participant deferral / active EE | $2,142 | $4,509-52.5% | $3,852-44.4% | $5,609-61.8% |
| Admin fee / account holder | $495 | $10,748-95.4% | $6,675-92.6% | $10,827-95.4% |