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 | $13,523 | $131,829-89.7% | $108,579-87.5% | $273,961-95.1% |
| Participation rate | 76.5% | 83.5%-7.0pp | 79.6%-3.1pp | 83.0%-6.5pp |
| Annual return | 11.81% | -91.57%+103.4pp | -51.70%+63.5pp | 41.45%-29.6pp |
| Employer contribution / active EE | $1,016 | $4,912-79.3% | $3,758-73.0% | $4,869-79.1% |
| Participant deferral / active EE | $2,498 | $5,127-51.3% | $4,311-42.0% | $5,287-52.7% |
| Admin fee / account holder | $1,281 | $10,252-87.5% | $7,645-83.2% | $10,132-87.4% |