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 | $18,779 | $64,119-70.7% | $112,228-83.3% | $66,914-71.9% |
| Participation rate | 98.2% | 68.5%+29.7pp | 75.1%+23.1pp | 69.8%+28.4pp |
| Annual return | -14.22% | -13.81%-0.4pp | 27.45%-41.7pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,741 | $3,005-8.8% | $3,635-24.6% | $2,544+7.7% |
| Participant deferral / active EE | $3,867 | $3,693+4.7% | $4,728-18.2% | $4,237-8.7% |
| Admin fee / account holder | $7,738 | $625+1137.7% | $6,410+20.7% | $593+1204.3% |