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 | $9,540 | $69,010-86.2% | $159,960-94.0% | $68,494-86.1% |
| Participation rate | 76.5% | 65.4%+11.1pp | 78.0%-1.5pp | 67.9%+8.6pp |
| Annual return | -14.63% | -9.65%-5.0pp | 408.60%-423.2pp | -7.84%-6.8pp |
| Employer contribution / active EE | $522 | $2,213-76.4% | $4,226-87.6% | $2,596-79.9% |
| Participant deferral / active EE | $1,621 | $4,212-61.5% | $6,182-73.8% | $4,027-59.7% |
| Admin fee / account holder | $1,385 | $4,798-71.1% | $8,698-84.1% | $5,403-74.4% |