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 | $9,698 | $40,256-75.9% | $57,343-83.1% | $59,632-83.7% |
| Participation rate | 92.9% | 69.2%+23.7pp | 75.1%+17.8pp | 68.7%+24.2pp |
| Annual return | -0.69% | 27.49%-28.2pp | 24.39%-25.1pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $477 | $1,922-75.2% | $2,689-82.3% | $2,203-78.3% |
| Participant deferral / active EE | $876 | $2,399-63.5% | $3,162-72.3% | $3,192-72.5% |
| Admin fee / account holder | $1,403 | $2,818-50.2% | $3,356-58.2% | $4,297-67.3% |