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 | $12,856 | $167,307-92.3% | $143,757-91.1% | $134,475-90.4% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -18.80% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,181 | $5,619-61.2% | $4,951-55.9% | $4,740-54.0% |
| Participant deferral / active EE | $4,939 | $6,446-23.4% | $5,637-12.4% | $6,400-22.8% |
| Admin fee / account holder | $823 | $18,088-95.5% | $14,673-94.4% | $11,426-92.8% |