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 5-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 | $13,770 | $64,707-78.7% | $112,228-87.7% | $68,494-79.9% |
| Participation rate | 78.9% | 67.2%+11.8pp | 75.1%+3.9pp | 67.9%+11.1pp |
| Annual return | -15.43% | -11.40%-4.0pp | 27.45%-42.9pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,271 | $2,746-17.3% | $3,635-37.5% | $2,596-12.5% |
| Participant deferral / active EE | $3,532 | $3,565-0.9% | $4,728-25.3% | $4,027-12.3% |
| Admin fee / account holder | $414 | $5,232-92.1% | $6,410-93.5% | $5,403-92.3% |