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 | $9,255 | $127,386-92.7% | $115,037-92.0% | $125,391-92.6% |
| Participation rate | 72.7% | 84.2%-11.4pp | 81.4%-8.6pp | 83.2%-10.5pp |
| Annual return | -3.02% | 31.28%-34.3pp | 26.14%-29.2pp | 282.22%-285.2pp |
| Employer contribution / active EE | $961 | $5,166-81.4% | $4,608-79.1% | $4,866-80.3% |
| Participant deferral / active EE | $3,625 | $6,423-43.6% | $6,026-39.9% | $5,352-32.3% |
| Admin fee / account holder | $489 | $9,516-94.9% | $8,175-94.0% | $9,540-94.9% |