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 | $18,993 | $72,404-73.8% | $110,238-82.8% | $64,186-70.4% |
| Participation rate | 76.0% | 73.3%+2.7pp | 79.8%-3.8pp | 69.6%+6.4pp |
| Annual return | 0.86% | -6.29%+7.1pp | 314.74%-313.9pp | 7.63%-6.8pp |
| Employer contribution / active EE | $1,333 | $2,282-41.6% | $3,826-65.2% | $2,381-44.0% |
| Participant deferral / active EE | $2,138 | $3,469-38.4% | $4,672-54.2% | $3,470-38.4% |
| Admin fee / account holder | $984 | $5,664-82.6% | $8,547-88.5% | $4,888-79.9% |