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 | $14,290 | $56,357-74.6% | $104,294-86.3% | $68,494-79.1% |
| Participation rate | 92.8% | 63.3%+29.5pp | 73.3%+19.5pp | 67.9%+24.9pp |
| Annual return | -9.98% | -9.19%-0.8pp | 24.61%-34.6pp | -7.84%-2.1pp |
| Employer contribution / active EE | $1,137 | $1,960-42.0% | $3,372-66.3% | $2,596-56.2% |
| Participant deferral / active EE | $3,843 | $3,077+24.9% | $4,625-16.9% | $4,027-4.6% |
| Admin fee / account holder | $702 | $4,903-85.7% | $7,339-90.4% | $5,403-87.0% |