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 10-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 | $18,574 | $61,660-69.9% | $80,019-76.8% | $64,186-71.1% |
| Participation rate | 76.1% | 71.7%+4.4pp | 75.8%+0.3pp | 69.6%+6.5pp |
| Annual return | -4.51% | -0.33%-4.2pp | 11.22%-15.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $920 | $1,810-49.2% | $2,468-62.7% | $2,381-61.3% |
| Participant deferral / active EE | $1,323 | $2,968-55.4% | $3,686-64.1% | $3,470-61.9% |
| Admin fee / account holder | $1,516 | $5,417-72.0% | $6,521-76.7% | $4,888-69.0% |