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 | $24,576 | $131,829-81.4% | $108,579-77.4% | $273,961-91.0% |
| Participation rate | 95.7% | 83.5%+12.2pp | 79.6%+16.1pp | 83.0%+12.6pp |
| Annual return | 7.03% | -91.57%+98.6pp | -51.70%+58.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,701 | $4,912-45.0% | $3,758-28.1% | $4,869-44.5% |
| Participant deferral / active EE | $3,018 | $5,127-41.1% | $4,311-30.0% | $5,287-42.9% |
| Admin fee / account holder | $3,678 | $10,252-64.1% | $7,645-51.9% | $10,132-63.7% |