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 | $17,502 | $82,664-78.8% | $125,339-86.0% | $68,494-74.4% |
| Participation rate | 81.4% | 75.0%+6.3pp | 82.4%-1.0pp | 67.9%+13.5pp |
| Annual return | -18.49% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,221 | $3,381-34.3% | $4,814-53.9% | $2,596-14.4% |
| Participant deferral / active EE | $5,861 | $6,110-4.1% | $7,446-21.3% | $4,027+45.5% |
| Admin fee / account holder | $1,269 | $6,275-79.8% | $10,010-87.3% | $5,403-76.5% |