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 | $12,476 | $56,484-77.9% | $169,463-92.6% | $64,186-80.6% |
| Participation rate | 74.1% | 64.5%+9.5pp | 77.8%-3.7pp | 69.6%+4.5pp |
| Annual return | -7.96% | -1.55%-6.4pp | 1.83%-9.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,755 | $3,448-49.1% | $5,277-66.7% | $3,470-49.4% |
| Admin fee / account holder | $457 | $4,174-89.0% | $9,109-95.0% | $4,888-90.6% |