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 7-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 | $7,899 | $59,805-86.8% | $79,550-90.1% | $68,494-88.5% |
| Participation rate | 97.7% | 61.1%+36.7pp | 69.5%+28.2pp | 67.9%+29.8pp |
| Annual return | -2.91% | -12.30%+9.4pp | 0.16%-3.1pp | -7.84%+4.9pp |
| Employer contribution / active EE | $494 | $1,505-67.2% | $2,413-79.5% | $2,596-81.0% |
| Participant deferral / active EE | $2,001 | $3,024-33.8% | $3,985-49.8% | $4,027-50.3% |
| Admin fee / account holder | $306 | $4,835-93.7% | $6,832-95.5% | $5,403-94.3% |