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 | $22,874 | $175,600-87.0% | $129,110-82.3% | $134,475-83.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -16.52% | -11.39%-5.1pp | -10.94%-5.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,681 | $6,355-57.8% | $5,052-46.9% | $4,740-43.4% |
| Participant deferral / active EE | $4,251 | $7,975-46.7% | $6,542-35.0% | $6,400-33.6% |
| Admin fee / account holder | $2,535 | $23,567-89.2% | $14,302-82.3% | $11,426-77.8% |