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 | $5,189 | $92,222-94.4% | $76,768-93.2% | $135,375-96.2% |
| Participation rate | 76.9% | 79.8%-2.8pp | 77.0%0pp | 82.6%-5.7pp |
| Annual return | 0.53% | 5.46%-4.9pp | 2.43%-1.9pp | 519.73%-519.2pp |
| Employer contribution / active EE | $1,134 | $3,216-64.7% | $2,485-54.4% | $4,779-76.3% |
| Participant deferral / active EE | $2,086 | $4,509-53.7% | $3,852-45.8% | $5,609-62.8% |
| Admin fee / account holder | $9,513 | $10,748-11.5% | $6,675+42.5% | $10,827-12.1% |