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 | $15,497 | $73,004-78.8% | $90,749-82.9% | $68,494-77.4% |
| Participation rate | 96.0% | 70.8%+25.2pp | 75.7%+20.3pp | 67.9%+28.1pp |
| Annual return | -18.54% | -13.81%-4.7pp | -12.16%-6.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,222 | $2,193-44.3% | $2,921-58.2% | $2,596-52.9% |
| Participant deferral / active EE | $2,094 | $3,627-42.3% | $4,564-54.1% | $4,027-48.0% |
| Admin fee / account holder | $674 | $5,896-88.6% | $8,445-92.0% | $5,403-87.5% |