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 6-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 | $11,685 | $82,664-85.9% | $125,339-90.7% | $68,494-82.9% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -9.47% | -5.97%-3.5pp | 572.05%-581.5pp | -7.84%-1.6pp |
| Employer contribution / active EE | $1,304 | $3,381-61.4% | $4,814-72.9% | $2,596-49.8% |
| Participant deferral / active EE | $4,512 | $6,110-26.2% | $7,446-39.4% | $4,027+12.0% |
| Admin fee / account holder | $1,954 | $6,275-68.9% | $10,010-80.5% | $5,403-63.8% |