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 | $15,348 | $95,971-84.0% | $74,550-79.4% | $135,375-88.7% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -3.71% | 56.96%-60.7pp | 32.53%-36.2pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,574 | $2,716-5.3% | $1,961+31.2% | $4,779-46.1% |
| Participant deferral / active EE | $6,526 | $3,843+69.8% | $3,108+110.0% | $5,609+16.3% |
| Admin fee / account holder | $4,541 | $6,522-30.4% | $5,060-10.3% | $10,827-58.1% |