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 | $22,559 | $71,883-68.6% | $86,677-74.0% | $68,494-67.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -10.37% | 3.52%-13.9pp | 35.91%-46.3pp | -7.84%-2.5pp |
| Employer contribution / active EE | $1,650 | $2,173-24.1% | $2,836-41.8% | $2,596-36.5% |
| Participant deferral / active EE | $3,137 | $3,779-17.0% | $4,656-32.6% | $4,027-22.1% |
| Admin fee / account holder | $32,079 | $6,112+424.9% | $7,493+328.1% | $5,403+493.8% |