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 4-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 | $21,481 | $71,883-70.1% | $86,677-75.2% | $68,494-68.6% |
| Participation rate | 79.4% | 72.2%+7.2pp | 76.6%+2.8pp | 67.9%+11.5pp |
| Annual return | -16.69% | 3.52%-20.2pp | 35.91%-52.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,754 | $2,173-19.3% | $2,836-38.1% | $2,596-32.4% |
| Participant deferral / active EE | $3,663 | $3,779-3.1% | $4,656-21.3% | $4,027-9.0% |
| Admin fee / account holder | $11,517 | $6,112+88.4% | $7,493+53.7% | $5,403+113.2% |