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 7-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 | $12,677 | $69,010-81.6% | $159,960-92.1% | $68,494-81.5% |
| Participation rate | 85.5% | 65.4%+20.0pp | 78.0%+7.5pp | 67.9%+17.6pp |
| Annual return | -18.35% | -9.65%-8.7pp | 408.60%-427.0pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,362 | $2,213+6.7% | $4,226-44.1% | $2,596-9.0% |
| Participant deferral / active EE | $2,102 | $4,212-50.1% | $6,182-66.0% | $4,027-47.8% |
| Admin fee / account holder | $389 | $4,798-91.9% | $8,698-95.5% | $5,403-92.8% |