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 | $10,835 | $84,527-87.2% | $67,711-84.0% | $125,391-91.4% |
| Participation rate | 88.2% | 74.8%+13.4pp | 67.5%+20.7pp | 83.2%+5.0pp |
| Annual return | -2.04% | 2.57%-4.6pp | 25.41%-27.5pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,433 | $3,292-56.5% | $2,559-44.0% | $4,866-70.5% |
| Participant deferral / active EE | $1,444 | $4,429-67.4% | $3,585-59.7% | $5,352-73.0% |
| Admin fee / account holder | $802 | $5,340-85.0% | $4,255-81.2% | $9,540-91.6% |