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 | $8,093 | $71,883-88.7% | $86,677-90.7% | $68,494-88.2% |
| Participation rate | 80.6% | 72.2%+8.4pp | 76.6%+4.1pp | 67.9%+12.8pp |
| Annual return | -15.01% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $871 | $2,173-59.9% | $2,836-69.3% | $2,596-66.5% |
| Participant deferral / active EE | $2,024 | $3,779-46.4% | $4,656-56.5% | $4,027-49.7% |
| Admin fee / account holder | $1,967 | $6,112-67.8% | $7,493-73.8% | $5,403-63.6% |