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 | $5,038 | $73,867-93.2% | $143,757-96.5% | $68,494-92.6% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -8.18% | 1.01%-9.2pp | -0.04%-8.1pp | -7.84%-0.3pp |
| Employer contribution / active EE | $1,050 | $3,184-67.0% | $4,951-78.8% | $2,596-59.6% |
| Participant deferral / active EE | $1,746 | $3,384-48.4% | $5,637-69.0% | $4,027-56.6% |
| Admin fee / account holder | $745 | $5,755-87.1% | $14,673-94.9% | $5,403-86.2% |