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 | $21,706 | $81,900-73.5% | $119,609-81.9% | $68,494-68.3% |
| Participation rate | 93.2% | 71.9%+21.3pp | 79.3%+13.9pp | 67.9%+25.3pp |
| Annual return | -17.36% | -23.82%+6.5pp | -14.97%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,380 | $2,693-11.6% | $4,232-43.8% | $2,596-8.3% |
| Participant deferral / active EE | $7,034 | $4,148+69.6% | $5,602+25.6% | $4,027+74.7% |
| Admin fee / account holder | $3,405 | $6,582-48.3% | $10,323-67.0% | $5,403-37.0% |