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 | $4,867 | $46,674-89.6% | $117,472-95.9% | $68,494-92.9% |
| Participation rate | 92.9% | 56.8%+36.1pp | 70.6%+22.3pp | 67.9%+25.0pp |
| Annual return | -14.53% | -14.52%0pp | 29.74%-44.3pp | -7.84%-6.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,344 | $2,636-11.1% | $4,070-42.4% | $4,027-41.8% |
| Admin fee / account holder | $1,173 | $4,020-70.8% | $5,645-79.2% | $5,403-78.3% |