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 | $9,906 | $49,177-79.9% | $79,464-87.5% | $64,186-84.6% |
| Participation rate | 96.2% | 65.0%+31.1pp | 73.3%+22.8pp | 69.6%+26.6pp |
| Annual return | -4.10% | -1.16%-2.9pp | 718.14%-722.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $817 | $2,076-60.7% | $2,800-70.8% | $2,381-65.7% |
| Participant deferral / active EE | $1,889 | $2,821-33.0% | $3,704-49.0% | $3,470-45.6% |
| Admin fee / account holder | $2,314 | $3,839-39.7% | $5,113-54.7% | $4,888-52.7% |