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 | $22,397 | $71,883-68.8% | $86,677-74.2% | $68,494-67.3% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -3.81% | 3.52%-7.3pp | 35.91%-39.7pp | -7.84%+4.0pp |
| Employer contribution / active EE | $2,127 | $2,173-2.1% | $2,836-25.0% | $2,596-18.1% |
| Participant deferral / active EE | $5,528 | $3,779+46.3% | $4,656+18.7% | $4,027+37.3% |
| Admin fee / account holder | $3,320 | $6,112-45.7% | $7,493-55.7% | $5,403-38.6% |