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 | $12,856 | $81,900-84.3% | $119,609-89.3% | $68,494-81.2% |
| Participation rate | 98.5% | 71.9%+26.6pp | 79.3%+19.2pp | 67.9%+30.6pp |
| Annual return | -2.99% | -23.82%+20.8pp | -14.97%+12.0pp | -7.84%+4.9pp |
| Employer contribution / active EE | $3,239 | $2,693+20.3% | $4,232-23.5% | $2,596+24.8% |
| Participant deferral / active EE | $7,613 | $4,148+83.6% | $5,602+35.9% | $4,027+89.0% |
| Admin fee / account holder | $1,736 | $6,582-73.6% | $10,323-83.2% | $5,403-67.9% |