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 3-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 | $11,413 | $64,707-82.4% | $112,228-89.8% | $68,494-83.3% |
| Participation rate | 82.4% | 67.2%+15.2pp | 75.1%+7.3pp | 67.9%+14.5pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,744 | $2,746-36.5% | $3,635-52.0% | $2,596-32.8% |
| Participant deferral / active EE | $3,870 | $3,565+8.6% | $4,728-18.1% | $4,027-3.9% |
| Admin fee / account holder | $476 | $5,232-90.9% | $6,410-92.6% | $5,403-91.2% |