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 | $7,232 | $45,438-84.1% | $80,004-91.0% | $59,632-87.9% |
| Participation rate | 93.9% | 63.7%+30.2pp | 73.0%+20.9pp | 68.7%+25.3pp |
| Annual return | 0.00% | 5.10%-5.1pp | 7.63%-7.6pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $3,539 | $1,236+186.4% | $2,473+43.1% | $2,203+60.7% |
| Participant deferral / active EE | $5,151 | $2,231+130.9% | $3,204+60.8% | $3,192+61.4% |
| Admin fee / account holder | $329 | $3,464-90.5% | $5,033-93.5% | $4,297-92.3% |