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 | $10,524 | $167,484-93.7% | $151,611-93.1% | $134,475-92.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -4.77% | 7.80%-12.6pp | 3.33%-8.1pp | 417.96%-422.7pp |
| Employer contribution / active EE | $1,571 | $6,829-77.0% | $6,166-74.5% | $4,740-66.8% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,941 | $13,783-71.4% | $11,616-66.1% | $11,426-65.5% |