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 | $8,040 | $69,518-88.4% | $59,878-86.6% | $135,375-94.1% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.7%+18.6pp | 82.6%+10.7pp |
| Annual return | -6.39% | 7.94%-14.3pp | 3.46%-9.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $631 | $3,235-80.5% | $2,722-76.8% | $4,779-86.8% |
| Participant deferral / active EE | $1,369 | $4,206-67.5% | $3,402-59.8% | $5,609-75.6% |
| Admin fee / account holder | $337 | $5,734-94.1% | $3,590-90.6% | $10,827-96.9% |