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 | $17,143 | $76,912-77.7% | $129,110-86.7% | $68,494-75.0% |
| Participation rate | 94.4% | 69.1%+25.3pp | 77.3%+17.2pp | 67.9%+26.6pp |
| Annual return | -4.89% | -9.78%+4.9pp | -10.94%+6.1pp | -7.84%+3.0pp |
| Employer contribution / active EE | $2,107 | $3,243-35.0% | $5,052-58.3% | $2,596-18.8% |
| Participant deferral / active EE | $4,193 | $4,732-11.4% | $6,542-35.9% | $4,027+4.1% |
| Admin fee / account holder | $996 | $6,638-85.0% | $14,302-93.0% | $5,403-81.6% |