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 | $8,162 | $73,867-89.0% | $143,757-94.3% | $68,494-88.1% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -16.30% | 1.01%-17.3pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $672 | $3,184-78.9% | $4,951-86.4% | $2,596-74.1% |
| Participant deferral / active EE | $1,909 | $3,384-43.6% | $5,637-66.1% | $4,027-52.6% |
| Admin fee / account holder | $1,063 | $5,755-81.5% | $14,673-92.8% | $5,403-80.3% |