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 | $16,464 | $52,681-68.7% | $75,781-78.3% | $59,632-72.4% |
| Participation rate | 75.9% | 67.2%+8.6pp | 75.8%0pp | 68.7%+7.2pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $902 | $2,193-58.9% | $3,323-72.9% | $2,203-59.0% |
| Participant deferral / active EE | $1,866 | $2,591-28.0% | $3,651-48.9% | $3,192-41.5% |
| Admin fee / account holder | $362 | $3,610-90.0% | $5,299-93.2% | $4,297-91.6% |