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 | $11,431 | $78,694-85.5% | $67,652-83.1% | $125,391-90.9% |
| Participation rate | 78.9% | 78.8%+0.1pp | 75.7%+3.3pp | 83.2%-4.2pp |
| Annual return | -2.77% | 9.46%-12.2pp | 6625.04%-6627.8pp | 282.22%-285.0pp |
| Employer contribution / active EE | $998 | $3,044-67.2% | $2,266-55.9% | $4,866-79.5% |
| Participant deferral / active EE | $1,649 | $4,292-61.6% | $3,560-53.7% | $5,352-69.2% |
| Admin fee / account holder | $954 | $7,403-87.1% | $4,821-80.2% | $9,540-90.0% |