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 | $20,627 | $110,094-81.3% | $151,611-86.4% | $68,494-69.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -7.52% | -10.12%+2.6pp | 3.33%-10.8pp | -7.84%+0.3pp |
| Employer contribution / active EE | $1,820 | $4,471-59.3% | $6,166-70.5% | $2,596-29.9% |
| Participant deferral / active EE | $3,423 | $6,527-47.6% | $8,363-59.1% | $4,027-15.0% |
| Admin fee / account holder | $2,019 | $7,719-73.8% | $11,616-82.6% | $5,403-62.6% |