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 | $14,308 | $64,707-77.9% | $112,228-87.3% | $68,494-79.1% |
| Participation rate | 71.4% | 67.2%+4.3pp | 75.1%-3.6pp | 67.9%+3.5pp |
| Annual return | -18.14% | -11.40%-6.7pp | 27.45%-45.6pp | -7.84%-10.3pp |
| Employer contribution / active EE | $903 | $2,746-67.1% | $3,635-75.1% | $2,596-65.2% |
| Participant deferral / active EE | $3,318 | $3,565-6.9% | $4,728-29.8% | $4,027-17.6% |
| Admin fee / account holder | $573 | $5,232-89.1% | $6,410-91.1% | $5,403-89.4% |