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 5-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 | $10,342 | $54,229-80.9% | $70,092-85.2% | $68,494-84.9% |
| Participation rate | 95.2% | 64.5%+30.8pp | 70.5%+24.8pp | 67.9%+27.3pp |
| Annual return | -16.23% | -13.87%-2.4pp | 190.73%-207.0pp | -7.84%-8.4pp |
| Employer contribution / active EE | $809 | $2,018-59.9% | $2,559-68.4% | $2,596-68.8% |
| Participant deferral / active EE | $2,131 | $2,956-27.9% | $3,849-44.6% | $4,027-47.1% |
| Admin fee / account holder | $1,937 | $4,694-58.7% | $6,267-69.1% | $5,403-64.2% |