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 | $8,088 | $158,817-94.9% | $121,196-93.3% | $135,375-94.0% |
| Participation rate | 72.7% | 79.3%-6.6pp | 71.7%+1.0pp | 82.6%-9.9pp |
| Annual return | -8.89% | -0.64%-8.3pp | 16.93%-25.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,313 | $5,665-76.8% | $4,022-67.4% | $4,779-72.5% |
| Participant deferral / active EE | $1,674 | $4,005-58.2% | $3,344-49.9% | $5,609-70.1% |
| Admin fee / account holder | $1,247 | $6,512-80.9% | $5,019-75.2% | $10,827-88.5% |