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 | $18,589 | $62,586-70.3% | $76,768-75.8% | $64,186-71.0% |
| Participation rate | 70.5% | 72.8%-2.3pp | 77.0%-6.5pp | 69.6%+0.9pp |
| Annual return | -6.94% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $458 | $1,832-75.0% | $2,485-81.6% | $2,381-80.8% |
| Participant deferral / active EE | $1,483 | $3,145-52.8% | $3,852-61.5% | $3,470-57.2% |
| Admin fee / account holder | $1,214 | $4,667-74.0% | $6,675-81.8% | $4,888-75.2% |