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 | $9,302 | $73,867-87.4% | $143,757-93.5% | $68,494-86.4% |
| Participation rate | 97.1% | 66.7%+30.4pp | 80.3%+16.8pp | 67.9%+29.2pp |
| Annual return | -17.97% | 1.01%-19.0pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,479 | $3,184-53.5% | $4,951-70.1% | $2,596-43.0% |
| Participant deferral / active EE | $955 | $3,384-71.8% | $5,637-83.1% | $4,027-76.3% |
| Admin fee / account holder | $829 | $5,755-85.6% | $14,673-94.4% | $5,403-84.7% |