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 8-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 | $6,467 | $57,065-88.7% | $75,670-91.5% | $70,131-90.8% |
| Participation rate | 71.4% | 68.1%+3.3pp | 72.3%-0.9pp | 69.5%+1.9pp |
| Annual return | 0.00% | 23.57%-23.6pp | 27.34%-27.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $841 | $1,817-53.7% | $2,352-64.3% | $2,342-64.1% |
| Participant deferral / active EE | $1,467 | $2,580-43.1% | $3,142-53.3% | $3,332-56.0% |
| Admin fee / account holder | $404 | $3,825-89.4% | $5,800-93.0% | $4,645-91.3% |