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 | $11,194 | $49,177-77.2% | $79,464-85.9% | $64,186-82.6% |
| Participation rate | 90.7% | 65.0%+25.7pp | 73.3%+17.4pp | 69.6%+21.1pp |
| Annual return | -7.39% | -1.16%-6.2pp | 718.14%-725.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $922 | $2,076-55.6% | $2,800-67.1% | $2,381-61.3% |
| Participant deferral / active EE | $1,750 | $2,821-38.0% | $3,704-52.7% | $3,470-49.5% |
| Admin fee / account holder | $970 | $3,839-74.7% | $5,113-81.0% | $4,888-80.1% |