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 | $6,943 | $54,229-87.2% | $70,092-90.1% | $68,494-89.9% |
| Participation rate | 97.0% | 64.5%+32.5pp | 70.5%+26.5pp | 67.9%+29.1pp |
| Annual return | -6.65% | -13.87%+7.2pp | 190.73%-197.4pp | -7.84%+1.2pp |
| Employer contribution / active EE | $3,197 | $2,018+58.4% | $2,559+24.9% | $2,596+23.1% |
| Participant deferral / active EE | $6,925 | $2,956+134.3% | $3,849+79.9% | $4,027+72.0% |
| Admin fee / account holder | $1,923 | $4,694-59.0% | $6,267-69.3% | $5,403-64.4% |