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 | $7,443 | $69,518-89.3% | $59,878-87.6% | $135,375-94.5% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.7%+9.9pp | 82.6%+2.0pp |
| Annual return | -6.16% | 7.94%-14.1pp | 3.46%-9.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $873 | $3,235-73.0% | $2,722-67.9% | $4,779-81.7% |
| Participant deferral / active EE | $1,175 | $4,206-72.1% | $3,402-65.5% | $5,609-79.0% |
| Admin fee / account holder | $829 | $5,734-85.5% | $3,590-76.9% | $10,827-92.3% |