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 8-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 | $7,146 | $45,863-84.4% | $77,024-90.7% | $68,494-89.6% |
| Participation rate | 94.1% | 55.9%+38.2pp | 67.9%+26.2pp | 67.9%+26.2pp |
| Annual return | -18.48% | 1.72%-20.2pp | 42.32%-60.8pp | -7.84%-10.6pp |
| Employer contribution / active EE | $576 | $1,650-65.1% | $2,812-79.5% | $2,596-77.8% |
| Participant deferral / active EE | $1,254 | $2,962-57.7% | $4,426-71.7% | $4,027-68.9% |
| Admin fee / account holder | $859 | $3,041-71.7% | $5,425-84.2% | $5,403-84.1% |