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 | $9,097 | $81,900-88.9% | $119,609-92.4% | $68,494-86.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.91% | -23.82%+7.9pp | -14.97%-0.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,545 | $2,693-5.5% | $4,232-39.9% | $2,596-2.0% |
| Participant deferral / active EE | $2,779 | $4,148-33.0% | $5,602-50.4% | $4,027-31.0% |
| Admin fee / account holder | $1,416 | $6,582-78.5% | $10,323-86.3% | $5,403-73.8% |