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 | $19,059 | $73,004-73.9% | $90,749-79.0% | $68,494-72.2% |
| Participation rate | 86.8% | 70.8%+15.9pp | 75.7%+11.1pp | 67.9%+18.9pp |
| Annual return | -15.69% | -13.81%-1.9pp | -12.16%-3.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,785 | $2,193-18.6% | $2,921-38.9% | $2,596-31.3% |
| Participant deferral / active EE | $3,223 | $3,627-11.1% | $4,564-29.4% | $4,027-20.0% |
| Admin fee / account holder | $1,630 | $5,896-72.4% | $8,445-80.7% | $5,403-69.8% |