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 | $4,999 | $43,327-88.5% | $59,878-91.7% | $64,186-92.2% |
| Participation rate | 85.7% | 69.2%+16.5pp | 74.7%+11.0pp | 69.6%+16.1pp |
| Annual return | -2.06% | -1.55%-0.5pp | 3.46%-5.5pp | 7.63%-9.7pp |
| Employer contribution / active EE | $734 | $2,028-63.8% | $2,722-73.0% | $2,381-69.2% |
| Participant deferral / active EE | $1,934 | $2,546-24.0% | $3,402-43.2% | $3,470-44.3% |
| Admin fee / account holder | $557 | $3,005-81.5% | $3,590-84.5% | $4,888-88.6% |