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 7-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 | $18,744 | $77,813-75.9% | $123,544-84.8% | $64,186-70.8% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.8pp |
| Annual return | -3.96% | 12.48%-16.4pp | 119.20%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,939 | $3,014-35.6% | $4,628-58.1% | $2,381-18.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,569 | $5,519-53.5% | $9,284-72.3% | $4,888-47.4% |