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 7-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 | $10,970 | $59,805-81.7% | $79,550-86.2% | $68,494-84.0% |
| Participation rate | 97.2% | 61.1%+36.2pp | 69.5%+27.7pp | 67.9%+29.3pp |
| Annual return | -16.66% | -12.30%-4.4pp | 0.16%-16.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,081 | $1,505-28.2% | $2,413-55.2% | $2,596-58.4% |
| Participant deferral / active EE | $1,962 | $3,024-35.1% | $3,985-50.8% | $4,027-51.3% |
| Admin fee / account holder | $836 | $4,835-82.7% | $6,832-87.8% | $5,403-84.5% |