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 | $6,209 | $50,958-87.8% | $74,550-91.7% | $64,186-90.3% |
| Participation rate | 97.8% | 61.1%+36.7pp | 69.1%+28.6pp | 69.6%+28.2pp |
| Annual return | 0.59% | -1.86%+2.4pp | 32.53%-31.9pp | 7.63%-7.0pp |
| Employer contribution / active EE | $281 | $1,115-74.8% | $1,961-85.7% | $2,381-88.2% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $443 | $4,223-89.5% | $5,060-91.3% | $4,888-90.9% |