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 | $30,445 | $110,094-72.3% | $151,611-79.9% | $68,494-55.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.86% | -10.12%-2.7pp | 3.33%-16.2pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,928 | $4,471-56.9% | $6,166-68.7% | $2,596-25.7% |
| Participant deferral / active EE | $3,890 | $6,527-40.4% | $8,363-53.5% | $4,027-3.4% |
| Admin fee / account holder | $1,934 | $7,719-74.9% | $11,616-83.4% | $5,403-64.2% |