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 | $12,937 | $131,829-90.2% | $108,579-88.1% | $273,961-95.3% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 13.63% | -91.57%+105.2pp | -51.70%+65.3pp | 41.45%-27.8pp |
| Employer contribution / active EE | $2,568 | $4,912-47.7% | $3,758-31.7% | $4,869-47.3% |
| Participant deferral / active EE | $4,990 | $5,127-2.7% | $4,311+15.8% | $5,287-5.6% |
| Admin fee / account holder | $730 | $10,252-92.9% | $7,645-90.5% | $10,132-92.8% |