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 | $11,760 | $81,900-85.6% | $119,609-90.2% | $68,494-82.8% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.3%-4.3pp | 67.9%+7.1pp |
| Annual return | -17.43% | -23.82%+6.4pp | -14.97%-2.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,193 | $2,693-55.7% | $4,232-71.8% | $2,596-54.0% |
| Participant deferral / active EE | $2,448 | $4,148-41.0% | $5,602-56.3% | $4,027-39.2% |
| Admin fee / account holder | $1,395 | $6,582-78.8% | $10,323-86.5% | $5,403-74.2% |