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 | $21,998 | $131,829-83.3% | $108,579-79.7% | $273,961-92.0% |
| Participation rate | 78.9% | 83.5%-4.5pp | 79.6%-0.6pp | 83.0%-4.1pp |
| Annual return | 4.42% | -91.57%+96.0pp | -51.70%+56.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $4,379 | $4,912-10.9% | $3,758+16.5% | $4,869-10.1% |
| Participant deferral / active EE | $1,875 | $5,127-63.4% | $4,311-56.5% | $5,287-64.5% |
| Admin fee / account holder | $7,169 | $10,252-30.1% | $7,645-6.2% | $10,132-29.2% |