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 | $30,317 | $110,094-72.5% | $151,611-80.0% | $68,494-55.7% |
| Participation rate | 96.1% | 84.0%+12.1pp | 87.5%+8.6pp | 67.9%+28.2pp |
| Annual return | -14.56% | -10.12%-4.4pp | 3.33%-17.9pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,672 | $4,471-62.6% | $6,166-72.9% | $2,596-35.6% |
| Participant deferral / active EE | $3,063 | $6,527-53.1% | $8,363-63.4% | $4,027-23.9% |
| Admin fee / account holder | $1,561 | $7,719-79.8% | $11,616-86.6% | $5,403-71.1% |