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 | $21,119 | $73,004-71.1% | $90,749-76.7% | $68,494-69.2% |
| Participation rate | 98.1% | 70.8%+27.3pp | 75.7%+22.5pp | 67.9%+30.3pp |
| Annual return | -14.34% | -13.81%-0.5pp | -12.16%-2.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,382 | $2,193-37.0% | $2,921-52.7% | $2,596-46.8% |
| Participant deferral / active EE | $1,755 | $3,627-51.6% | $4,564-61.6% | $4,027-56.4% |
| Admin fee / account holder | $1,385 | $5,896-76.5% | $8,445-83.6% | $5,403-74.4% |