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 10-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 | $12,207 | $71,883-83.0% | $86,677-85.9% | $68,494-82.2% |
| Participation rate | 91.2% | 72.2%+18.9pp | 76.6%+14.6pp | 67.9%+23.3pp |
| Annual return | -18.63% | 3.52%-22.2pp | 35.91%-54.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,541 | $2,173+16.9% | $2,836-10.4% | $2,596-2.1% |
| Participant deferral / active EE | $2,803 | $3,779-25.8% | $4,656-39.8% | $4,027-30.4% |
| Admin fee / account holder | $2,809 | $6,112-54.0% | $7,493-62.5% | $5,403-48.0% |