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 | $8,824 | $84,527-89.6% | $67,711-87.0% | $125,391-93.0% |
| Participation rate | 90.0% | 74.8%+15.2pp | 67.5%+22.5pp | 83.2%+6.8pp |
| Annual return | 0.03% | 2.57%-2.5pp | 25.41%-25.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $945 | $3,292-71.3% | $2,559-63.1% | $4,866-80.6% |
| Participant deferral / active EE | $1,889 | $4,429-57.3% | $3,585-47.3% | $5,352-64.7% |
| Admin fee / account holder | $3,326 | $5,340-37.7% | $4,255-21.8% | $9,540-65.1% |