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 5-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 | $9,314 | $71,883-87.0% | $86,677-89.3% | $68,494-86.4% |
| Participation rate | 96.9% | 72.2%+24.7pp | 76.6%+20.3pp | 67.9%+29.0pp |
| Annual return | -18.58% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $596 | $2,173-72.6% | $2,836-79.0% | $2,596-77.1% |
| Participant deferral / active EE | $3,179 | $3,779-15.9% | $4,656-31.7% | $4,027-21.1% |
| Admin fee / account holder | $628 | $6,112-89.7% | $7,493-91.6% | $5,403-88.4% |