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 | $21,001 | $61,214-65.7% | $83,333-74.8% | $56,287-62.7% |
| Participation rate | 94.5% | 72.6%+21.9pp | 77.8%+16.7pp | 69.9%+24.6pp |
| Annual return | -2.24% | 0.42%-2.7pp | 10.63%-12.9pp | -9.96%+7.7pp |
| Employer contribution / active EE | $3,097 | $1,925+60.9% | $3,379-8.3% | $2,111+46.7% |
| Participant deferral / active EE | $7,149 | $5,091+40.4% | $5,565+28.5% | $3,350+113.4% |
| Admin fee / account holder | $1,198 | $512+134.1% | $7,510-84.1% | $521+129.9% |