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 | $8,200 | $54,726-85.0% | $68,793-88.1% | $64,186-87.2% |
| Participation rate | 89.5% | 68.0%+21.4pp | 72.2%+17.2pp | 69.6%+19.9pp |
| Annual return | -4.24% | -1.62%-2.6pp | -4.63%+0.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $543 | $1,846-70.6% | $2,625-79.3% | $2,381-77.2% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $529 | $4,027-86.9% | $5,131-89.7% | $4,888-89.2% |