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 4-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 | $6,055 | $64,707-90.6% | $112,228-94.6% | $68,494-91.2% |
| Participation rate | 86.5% | 67.2%+19.4pp | 75.1%+11.5pp | 67.9%+18.7pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $939 | $2,746-65.8% | $3,635-74.2% | $2,596-63.8% |
| Participant deferral / active EE | $1,908 | $3,565-46.5% | $4,728-59.6% | $4,027-52.6% |
| Admin fee / account holder | $646 | $5,232-87.7% | $6,410-89.9% | $5,403-88.0% |