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 9-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 | $17,439 | $71,883-75.7% | $86,677-79.9% | $68,494-74.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -5.01% | 3.52%-8.5pp | 35.91%-40.9pp | -7.84%+2.8pp |
| Employer contribution / active EE | $2,293 | $2,173+5.5% | $2,836-19.2% | $2,596-11.7% |
| Participant deferral / active EE | $2,592 | $3,779-31.4% | $4,656-44.3% | $4,027-35.6% |
| Admin fee / account holder | $3,789 | $6,112-38.0% | $7,493-49.4% | $5,403-29.9% |