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 | $7,229 | $107,791-93.3% | $90,645-92.0% | $135,375-94.7% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | -5.58% | -0.90%-4.7pp | 1.88%-7.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $834 | $3,018-72.4% | $2,532-67.1% | $4,779-82.6% |
| Participant deferral / active EE | $2,193 | $3,872-43.4% | $3,425-36.0% | $5,609-60.9% |
| Admin fee / account holder | $461 | $5,930-92.2% | $4,994-90.8% | $10,827-95.7% |