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 | $5,834 | $49,177-88.1% | $79,464-92.7% | $64,186-90.9% |
| Participation rate | 76.6% | 65.0%+11.6pp | 73.3%+3.2pp | 69.6%+7.0pp |
| Annual return | -7.88% | -1.16%-6.7pp | 718.14%-726.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $970 | $2,076-53.3% | $2,800-65.4% | $2,381-59.3% |
| Participant deferral / active EE | $1,254 | $2,821-55.6% | $3,704-66.1% | $3,470-63.9% |
| Admin fee / account holder | $1,561 | $3,839-59.3% | $5,113-69.5% | $4,888-68.1% |