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 | $1,906 | $69,518-97.3% | $59,878-96.8% | $135,375-98.6% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | -8.55% | 7.94%-16.5pp | 3.46%-12.0pp | 519.73%-528.3pp |
| Employer contribution / active EE | $737 | $3,235-77.2% | $2,722-72.9% | $4,779-84.6% |
| Participant deferral / active EE | $842 | $4,206-80.0% | $3,402-75.2% | $5,609-85.0% |
| Admin fee / account holder | $454 | $5,734-92.1% | $3,590-87.3% | $10,827-95.8% |