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 | $5,987 | $30,732-80.5% | $59,496-89.9% | $59,632-90.0% |
| Participation rate | 95.5% | 43.2%+52.3pp | 54.6%+41.0pp | 68.7%+26.9pp |
| Annual return | -0.05% | 4.47%-4.5pp | 182.05%-182.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $225 | $631-64.3% | $1,153-80.5% | $2,203-89.8% |
| Participant deferral / active EE | $594 | $1,183-49.8% | $1,829-67.5% | $3,192-81.4% |
| Admin fee / account holder | $308 | $2,136-85.6% | $2,232-86.2% | $4,297-92.8% |