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 | $14,955 | $62,586-76.1% | $76,768-80.5% | $64,186-76.7% |
| Participation rate | 98.4% | 72.8%+25.6pp | 77.0%+21.5pp | 69.6%+28.9pp |
| Annual return | -7.20% | -1.95%-5.3pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,287 | $1,832+24.9% | $2,485-8.0% | $2,381-3.9% |
| Participant deferral / active EE | $3,419 | $3,145+8.7% | $3,852-11.2% | $3,470-1.5% |
| Admin fee / account holder | $399 | $4,667-91.5% | $6,675-94.0% | $4,888-91.8% |