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 | $19,568 | $73,004-73.2% | $90,749-78.4% | $68,494-71.4% |
| Participation rate | 97.9% | 70.8%+27.0pp | 75.7%+22.2pp | 67.9%+30.0pp |
| Annual return | -15.80% | -13.81%-2.0pp | -12.16%-3.6pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,317 | $2,193+5.7% | $2,921-20.7% | $2,596-10.8% |
| Participant deferral / active EE | $2,961 | $3,627-18.4% | $4,564-35.1% | $4,027-26.5% |
| Admin fee / account holder | $1,148 | $5,896-80.5% | $8,445-86.4% | $5,403-78.8% |