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 | $24,049 | $81,900-70.6% | $119,609-79.9% | $68,494-64.9% |
| Participation rate | 92.7% | 71.9%+20.8pp | 79.3%+13.4pp | 67.9%+24.8pp |
| Annual return | -16.49% | -23.82%+7.3pp | -14.97%-1.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,319 | $2,693-13.9% | $4,232-45.2% | $2,596-10.7% |
| Participant deferral / active EE | $3,947 | $4,148-4.8% | $5,602-29.5% | $4,027-2.0% |
| Admin fee / account holder | $1,015 | $6,582-84.6% | $10,323-90.2% | $5,403-81.2% |