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 | $7,484 | $81,900-90.9% | $119,609-93.7% | $68,494-89.1% |
| Participation rate | 76.9% | 71.9%+5.0pp | 79.3%-2.3pp | 67.9%+9.0pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.97%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,143 | $2,693-20.4% | $4,232-49.4% | $2,596-17.5% |
| Participant deferral / active EE | $4,162 | $4,148+0.4% | $5,602-25.7% | $4,027+3.4% |
| Admin fee / account holder | $300 | $6,582-95.4% | $10,323-97.1% | $5,403-94.4% |