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 | $14,954 | $211,958-92.9% | $169,463-91.2% | $135,375-89.0% |
| Participation rate | 78.3% | 82.6%-4.4pp | 77.8%+0.5pp | 82.6%-4.4pp |
| Annual return | -6.48% | 3.26%-9.7pp | 1.83%-8.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $899 | $5,120-82.4% | $4,159-78.4% | $4,779-81.2% |
| Participant deferral / active EE | $3,303 | $6,075-45.6% | $5,277-37.4% | $5,609-41.1% |
| Admin fee / account holder | $1,182 | $11,471-89.7% | $9,109-87.0% | $10,827-89.1% |