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 | $10,227 | $87,540-88.3% | $75,781-86.5% | $125,391-91.8% |
| Participation rate | 70.6% | 80.2%-9.6pp | 75.8%-5.2pp | 83.2%-12.6pp |
| Annual return | -2.11% | 13.48%-15.6pp | 9.68%-11.8pp | 282.22%-284.3pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,037 | $4,229-75.5% | $3,651-71.6% | $5,352-80.6% |
| Admin fee / account holder | $399 | $6,502-93.9% | $5,299-92.5% | $9,540-95.8% |