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 | $11,628 | $61,660-81.1% | $80,019-85.5% | $64,186-81.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -2.31% | -0.33%-2.0pp | 11.22%-13.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $1,398 | $1,810-22.8% | $2,468-43.3% | $2,381-41.3% |
| Participant deferral / active EE | $3,487 | $2,968+17.5% | $3,686-5.4% | $3,470+0.5% |
| Admin fee / account holder | $631 | $5,417-88.4% | $6,521-90.3% | $4,888-87.1% |