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 | $12,694 | $64,707-80.4% | $112,228-88.7% | $68,494-81.5% |
| Participation rate | 78.6% | 67.2%+11.4pp | 75.1%+3.5pp | 67.9%+10.7pp |
| Annual return | -16.66% | -11.40%-5.3pp | 27.45%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,171 | $2,746-57.4% | $3,635-67.8% | $2,596-54.9% |
| Participant deferral / active EE | $2,588 | $3,565-27.4% | $4,728-45.3% | $4,027-35.7% |
| Admin fee / account holder | $1,870 | $5,232-64.3% | $6,410-70.8% | $5,403-65.4% |