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 | $15,693 | $105,860-85.2% | $90,749-82.7% | $134,475-88.3% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -17.63% | -11.01%-6.6pp | -12.16%-5.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,431 | $3,462-58.7% | $2,921-51.0% | $4,740-69.8% |
| Participant deferral / active EE | $5,307 | $5,216+1.7% | $4,564+16.3% | $6,400-17.1% |
| Admin fee / account holder | $2,524 | $13,938-81.9% | $8,445-70.1% | $11,426-77.9% |