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 6-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 | $19,628 | $71,883-72.7% | $86,677-77.4% | $68,494-71.3% |
| Participation rate | 82.1% | 72.2%+9.9pp | 76.6%+5.6pp | 67.9%+14.3pp |
| Annual return | -18.07% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,956 | $2,173+36.0% | $2,836+4.2% | $2,596+13.9% |
| Participant deferral / active EE | $4,449 | $3,779+17.7% | $4,656-4.4% | $4,027+10.5% |
| Admin fee / account holder | $909 | $6,112-85.1% | $7,493-87.9% | $5,403-83.2% |