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 | $13,998 | $50,958-72.5% | $74,550-81.2% | $64,186-78.2% |
| Participation rate | 74.2% | 61.1%+13.2pp | 69.1%+5.1pp | 69.6%+4.7pp |
| Annual return | -7.76% | -1.86%-5.9pp | 32.53%-40.3pp | 7.63%-15.4pp |
| Employer contribution / active EE | $493 | $1,115-55.8% | $1,961-74.8% | $2,381-79.3% |
| Participant deferral / active EE | $2,465 | $2,301+7.1% | $3,108-20.7% | $3,470-29.0% |
| Admin fee / account holder | $3,163 | $4,223-25.1% | $5,060-37.5% | $4,888-35.3% |