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 | $19,625 | $81,900-76.0% | $119,609-83.6% | $68,494-71.3% |
| Participation rate | 81.8% | 71.9%+9.9pp | 79.3%+2.6pp | 67.9%+13.9pp |
| Annual return | 16.67% | -23.82%+40.5pp | -14.97%+31.6pp | -7.84%+24.5pp |
| Employer contribution / active EE | $4,563 | $2,693+69.4% | $4,232+7.8% | $2,596+75.7% |
| Participant deferral / active EE | $4,053 | $4,148-2.3% | $5,602-27.6% | $4,027+0.6% |
| Admin fee / account holder | $2,487 | $6,582-62.2% | $10,323-75.9% | $5,403-54.0% |