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 3-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 | $11,331 | $75,935-85.1% | $60,547-81.3% | $125,391-91.0% |
| Participation rate | 72.7% | 76.5%-3.8pp | 68.0%+4.8pp | 83.2%-10.5pp |
| Annual return | -1.91% | -5.38%+3.5pp | 335.64%-337.6pp | 282.22%-284.1pp |
| Employer contribution / active EE | $2,251 | $3,438-34.5% | $2,419-6.9% | $4,866-53.7% |
| Participant deferral / active EE | $4,484 | $4,506-0.5% | $3,328+34.8% | $5,352-16.2% |
| Admin fee / account holder | $981 | $6,768-85.5% | $4,536-78.4% | $9,540-89.7% |