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 8-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 | $6,904 | $45,863-84.9% | $77,024-91.0% | $68,494-89.9% |
| Participation rate | 97.2% | 55.9%+41.3pp | 67.9%+29.3pp | 67.9%+29.3pp |
| Annual return | -17.55% | 1.72%-19.3pp | 42.32%-59.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,471 | $1,650+49.8% | $2,812-12.1% | $2,596-4.8% |
| Participant deferral / active EE | $5,046 | $2,962+70.3% | $4,426+14.0% | $4,027+25.3% |
| Admin fee / account holder | $2,443 | $3,041-19.7% | $5,425-55.0% | $5,403-54.8% |