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 6-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 | $7,733 | $95,862-91.9% | $79,550-90.3% | $134,475-94.2% |
| Participation rate | 86.7% | 75.0%+11.6pp | 69.5%+17.2pp | 81.2%+5.4pp |
| Annual return | -14.72% | -2.69%-12.0pp | 0.16%-14.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,552 | $3,128-18.4% | $2,413+5.7% | $4,740-46.2% |
| Participant deferral / active EE | $1,769 | $4,693-62.3% | $3,985-55.6% | $6,400-72.4% |
| Admin fee / account holder | $1,171 | $9,126-87.2% | $6,832-82.9% | $11,426-89.8% |