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 | $9,713 | $49,177-80.2% | $79,464-87.8% | $64,186-84.9% |
| Participation rate | 95.2% | 65.0%+30.2pp | 73.3%+21.9pp | 69.6%+25.7pp |
| Annual return | -7.12% | -1.16%-6.0pp | 718.14%-725.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,430 | $2,076-31.1% | $2,800-49.0% | $2,381-40.0% |
| Participant deferral / active EE | $2,182 | $2,821-22.7% | $3,704-41.1% | $3,470-37.1% |
| Admin fee / account holder | $1,431 | $3,839-62.7% | $5,113-72.0% | $4,888-70.7% |