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 9-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 | $33,340 | $110,094-69.7% | $151,611-78.0% | $68,494-51.3% |
| Participation rate | 96.0% | 84.0%+12.0pp | 87.5%+8.5pp | 67.9%+28.1pp |
| Annual return | -11.44% | -10.12%-1.3pp | 3.33%-14.8pp | -7.84%-3.6pp |
| Employer contribution / active EE | $2,686 | $4,471-39.9% | $6,166-56.4% | $2,596+3.4% |
| Participant deferral / active EE | $12,244 | $6,527+87.6% | $8,363+46.4% | $4,027+204.0% |
| Admin fee / account holder | $2,148 | $7,719-72.2% | $11,616-81.5% | $5,403-60.2% |