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 | $12,197 | $105,860-88.5% | $90,749-86.6% | $134,475-90.9% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -19.60% | -11.01%-8.6pp | -12.16%-7.4pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,936 | $3,462-44.1% | $2,921-33.7% | $4,740-59.2% |
| Participant deferral / active EE | $3,246 | $5,216-37.8% | $4,564-28.9% | $6,400-49.3% |
| Admin fee / account holder | $494 | $13,938-96.5% | $8,445-94.2% | $11,426-95.7% |