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 10-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 | $10,662 | $81,900-87.0% | $119,609-91.1% | $68,494-84.4% |
| Participation rate | 78.1% | 71.9%+6.2pp | 79.3%-1.1pp | 67.9%+10.2pp |
| Annual return | -13.49% | -23.82%+10.3pp | -14.97%+1.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,478 | $4,148-40.3% | $5,602-55.8% | $4,027-38.5% |
| Admin fee / account holder | $4,739 | $6,582-28.0% | $10,323-54.1% | $5,403-12.3% |