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 | $10,399 | $95,193-89.1% | $76,523-86.4% | $135,375-92.3% |
| Participation rate | 90.0% | 74.4%+15.6pp | 68.0%+22.0pp | 82.6%+7.4pp |
| Annual return | -7.75% | 4.85%-12.6pp | -0.27%-7.5pp | 519.73%-527.5pp |
| Employer contribution / active EE | $866 | $3,302-73.8% | $2,647-67.3% | $4,779-81.9% |
| Participant deferral / active EE | $2,754 | $4,639-40.6% | $3,835-28.2% | $5,609-50.9% |
| Admin fee / account holder | $384 | $6,249-93.8% | $4,848-92.1% | $10,827-96.5% |