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 4-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 | $17,257 | $81,900-78.9% | $119,609-85.6% | $68,494-74.8% |
| Participation rate | 97.0% | 71.9%+25.1pp | 79.3%+17.8pp | 67.9%+29.1pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.97%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,598 | $2,693-3.5% | $4,232-38.6% | $2,596+0.1% |
| Participant deferral / active EE | $3,089 | $4,148-25.5% | $5,602-44.9% | $4,027-23.3% |
| Admin fee / account holder | $620 | $6,582-90.6% | $10,323-94.0% | $5,403-88.5% |