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 8-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 | $5,450 | $69,010-92.1% | $159,960-96.6% | $68,494-92.0% |
| Participation rate | 85.7% | 65.4%+20.3pp | 78.0%+7.8pp | 67.9%+17.8pp |
| Annual return | -9.38% | -9.65%+0.3pp | 408.60%-418.0pp | -7.84%-1.5pp |
| Employer contribution / active EE | $877 | $2,213-60.4% | $4,226-79.2% | $2,596-66.2% |
| Participant deferral / active EE | $2,193 | $4,212-47.9% | $6,182-64.5% | $4,027-45.5% |
| Admin fee / account holder | $439 | $4,798-90.8% | $8,698-95.0% | $5,403-91.9% |