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 | $5,938 | $56,199-89.4% | $67,652-91.2% | $59,632-90.0% |
| Participation rate | 76.9% | 71.5%+5.5pp | 75.7%+1.3pp | 68.7%+8.3pp |
| Annual return | -0.42% | 18505.31%-18505.7pp | 6625.04%-6625.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,372 | $1,614-15.0% | $2,266-39.4% | $2,203-37.7% |
| Participant deferral / active EE | $1,580 | $2,844-44.5% | $3,560-55.6% | $3,192-50.5% |
| Admin fee / account holder | $1,479 | $3,958-62.6% | $4,821-69.3% | $4,297-65.6% |