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 | $17,906 | $81,900-78.1% | $119,609-85.0% | $68,494-73.9% |
| Participation rate | 92.3% | 71.9%+20.4pp | 79.3%+13.0pp | 67.9%+24.4pp |
| Annual return | -8.48% | -23.82%+15.3pp | -14.97%+6.5pp | -7.84%-0.6pp |
| Employer contribution / active EE | $1,716 | $2,693-36.3% | $4,232-59.5% | $2,596-33.9% |
| Participant deferral / active EE | $2,565 | $4,148-38.1% | $5,602-54.2% | $4,027-36.3% |
| Admin fee / account holder | $1,674 | $6,582-74.6% | $10,323-83.8% | $5,403-69.0% |