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 | $16,908 | $73,004-76.8% | $90,749-81.4% | $68,494-75.3% |
| Participation rate | 89.5% | 70.8%+18.6pp | 75.7%+13.8pp | 67.9%+21.6pp |
| Annual return | -14.53% | -13.81%-0.7pp | -12.16%-2.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,294 | $2,193-41.0% | $2,921-55.7% | $2,596-50.1% |
| Participant deferral / active EE | $2,164 | $3,627-40.3% | $4,564-52.6% | $4,027-46.3% |
| Admin fee / account holder | $1,072 | $5,896-81.8% | $8,445-87.3% | $5,403-80.2% |