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 | $3,205 | $75,935-95.8% | $60,547-94.7% | $125,391-97.4% |
| Participation rate | 80.0% | 76.5%+3.5pp | 68.0%+12.0pp | 83.2%-3.2pp |
| Annual return | 0.00% | -5.38%+5.4pp | 335.64%-335.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,778 | $3,438-48.3% | $2,419-26.5% | $4,866-63.5% |
| Participant deferral / active EE | $6,422 | $4,506+42.5% | $3,328+93.0% | $5,352+20.0% |
| Admin fee / account holder | $7,145 | $6,768+5.6% | $4,536+57.5% | $9,540-25.1% |