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 6-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 | $5,406 | $59,805-91.0% | $79,550-93.2% | $68,494-92.1% |
| Participation rate | 87.5% | 61.1%+26.4pp | 69.5%+18.0pp | 67.9%+19.6pp |
| Annual return | -19.15% | -12.30%-6.8pp | 0.16%-19.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,308 | $1,505-13.1% | $2,413-45.8% | $2,596-49.6% |
| Participant deferral / active EE | $2,380 | $3,024-21.3% | $3,985-40.3% | $4,027-40.9% |
| Admin fee / account holder | $843 | $4,835-82.6% | $6,832-87.7% | $5,403-84.4% |