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 5-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 | $6,454 | $48,265-86.6% | $68,791-90.6% | $68,494-90.6% |
| Participation rate | 93.5% | 60.7%+32.8pp | 69.0%+24.5pp | 67.9%+25.6pp |
| Annual return | -19.25% | -12.71%-6.5pp | -6.38%-12.9pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,089 | $1,829-40.4% | $2,655-59.0% | $2,596-58.0% |
| Participant deferral / active EE | $2,469 | $2,867-13.9% | $3,941-37.4% | $4,027-38.7% |
| Admin fee / account holder | $792 | $4,355-81.8% | $4,932-83.9% | $5,403-85.3% |