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 | $10,236 | $49,177-79.2% | $79,464-87.1% | $64,186-84.1% |
| Participation rate | 72.1% | 65.0%+7.1pp | 73.3%-1.2pp | 69.6%+2.6pp |
| Annual return | -7.43% | -1.16%-6.3pp | 718.14%-725.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,891 | $2,076-8.9% | $2,800-32.5% | $2,381-20.6% |
| Participant deferral / active EE | $3,820 | $2,821+35.4% | $3,704+3.1% | $3,470+10.1% |
| Admin fee / account holder | $499 | $3,839-87.0% | $5,113-90.2% | $4,888-89.8% |