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 | $6,000 | $158,817-96.2% | $121,196-95.0% | $135,375-95.6% |
| Participation rate | 84.6% | 79.3%+5.3pp | 71.7%+12.9pp | 82.6%+2.0pp |
| Annual return | -2.72% | -0.64%-2.1pp | 16.93%-19.7pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,984 | $5,665-65.0% | $4,022-50.7% | $4,779-58.5% |
| Participant deferral / active EE | $2,562 | $4,005-36.0% | $3,344-23.4% | $5,609-54.3% |
| Admin fee / account holder | $8,251 | $6,512+26.7% | $5,019+64.4% | $10,827-23.8% |