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 10-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 | $5,161 | $42,894-88.0% | $60,874-91.5% | $68,494-92.5% |
| Participation rate | 97.9% | 66.8%+31.1pp | 73.1%+24.8pp | 67.9%+30.0pp |
| Annual return | -17.76% | -13.98%-3.8pp | 16.90%-34.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $965 | $1,978-51.2% | $2,701-64.3% | $2,596-62.8% |
| Participant deferral / active EE | $1,726 | $2,867-39.8% | $3,817-54.8% | $4,027-57.2% |
| Admin fee / account holder | $2,114 | $3,101-31.8% | $3,224-34.4% | $5,403-60.9% |