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 | $3,247 | $53,018-93.9% | $70,014-95.4% | $62,891-94.8% |
| Participation rate | 75.6% | 67.2%+8.4pp | 71.8%+3.7pp | 69.3%+6.2pp |
| Annual return | 0.00% | 13.35%-13.3pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $912 | $1,799-49.3% | $2,338-61.0% | $2,281-60.0% |
| Participant deferral / active EE | $1,754 | $2,395-26.8% | $2,931-40.2% | $3,203-45.2% |
| Admin fee / account holder | $635 | $3,690-82.8% | $4,380-85.5% | $4,296-85.2% |