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 | $12,124 | $71,883-83.1% | $86,677-86.0% | $68,494-82.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.77% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $3,976 | $2,173+83.0% | $2,836+40.2% | $2,596+53.2% |
| Participant deferral / active EE | $2,683 | $3,779-29.0% | $4,656-42.4% | $4,027-33.4% |
| Admin fee / account holder | $1,786 | $6,112-70.8% | $7,493-76.2% | $5,403-66.9% |