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 4-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 | $7,107 | $105,860-93.3% | $90,749-92.2% | $134,475-94.7% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | 0.00% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,221 | $3,462-64.7% | $2,921-58.2% | $4,740-74.2% |
| Participant deferral / active EE | $3,697 | $5,216-29.1% | $4,564-19.0% | $6,400-42.2% |
| Admin fee / account holder | $395 | $13,938-97.2% | $8,445-95.3% | $11,426-96.5% |