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 | $5,561 | $64,707-91.4% | $112,228-95.0% | $68,494-91.9% |
| Participation rate | 94.3% | 67.2%+27.1pp | 75.1%+19.2pp | 67.9%+26.4pp |
| Annual return | -14.86% | -11.40%-3.5pp | 27.45%-42.3pp | -7.84%-7.0pp |
| Employer contribution / active EE | $786 | $2,746-71.4% | $3,635-78.4% | $2,596-69.7% |
| Participant deferral / active EE | $2,246 | $3,565-37.0% | $4,728-52.5% | $4,027-44.2% |
| Admin fee / account holder | $521 | $5,232-90.0% | $6,410-91.9% | $5,403-90.4% |