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 | $12,978 | $90,590-85.7% | $90,782-85.7% | $135,375-90.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 0.47% | -3.40%+3.9pp | -3.42%+3.9pp | 519.73%-519.3pp |
| Employer contribution / active EE | $1,274 | $4,352-70.7% | $4,105-69.0% | $4,779-73.3% |
| Participant deferral / active EE | $2,697 | $5,407-50.1% | $5,366-49.7% | $5,609-51.9% |
| Admin fee / account holder | $40,122 | $7,683+422.2% | $5,908+579.1% | $10,827+270.6% |