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 8-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 | $10,522 | $142,344-92.6% | $119,609-91.2% | $134,475-92.2% |
| Participation rate | 90.5% | 82.8%+7.7pp | 79.3%+11.2pp | 81.2%+9.3pp |
| Annual return | -18.93% | -12.44%-6.5pp | -14.97%-4.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,265 | $5,222-75.8% | $4,232-70.1% | $4,740-73.3% |
| Participant deferral / active EE | $2,464 | $6,469-61.9% | $5,602-56.0% | $6,400-61.5% |
| Admin fee / account holder | $1,305 | $13,584-90.4% | $10,323-87.4% | $11,426-88.6% |