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 | $10,042 | $61,660-83.7% | $80,019-87.4% | $64,186-84.4% |
| Participation rate | 75.8% | 71.7%+4.1pp | 75.8%-0.1pp | 69.6%+6.2pp |
| Annual return | -6.41% | -0.33%-6.1pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,735 | $1,810-4.2% | $2,468-29.7% | $2,381-27.1% |
| Participant deferral / active EE | $2,354 | $2,968-20.7% | $3,686-36.1% | $3,470-32.1% |
| Admin fee / account holder | $6,284 | $5,417+16.0% | $6,521-3.6% | $4,888+28.6% |