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 7-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 | $14,195 | $175,600-91.9% | $129,110-89.0% | $134,475-89.4% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.3%+2.7pp | 81.2%-1.2pp |
| Annual return | -18.31% | -11.39%-6.9pp | -10.94%-7.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,571 | $6,355-59.5% | $5,052-49.1% | $4,740-45.8% |
| Participant deferral / active EE | $2,717 | $7,975-65.9% | $6,542-58.5% | $6,400-57.5% |
| Admin fee / account holder | $3,285 | $23,567-86.1% | $14,302-77.0% | $11,426-71.3% |