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 | $15,782 | $105,860-85.1% | $90,749-82.6% | $134,475-88.3% |
| Participation rate | 82.4% | 78.2%+4.1pp | 75.7%+6.7pp | 81.2%+1.1pp |
| Annual return | -18.28% | -11.01%-7.3pp | -12.16%-6.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,016 | $3,462-41.8% | $2,921-31.0% | $4,740-57.5% |
| Participant deferral / active EE | $4,360 | $5,216-16.4% | $4,564-4.5% | $6,400-31.9% |
| Admin fee / account holder | $3,358 | $13,938-75.9% | $8,445-60.2% | $11,426-70.6% |