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 5-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 | $29,951 | $110,094-72.8% | $151,611-80.2% | $68,494-56.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.69% | -10.12%-2.6pp | 3.33%-16.0pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,176 | $4,471-51.3% | $6,166-64.7% | $2,596-16.2% |
| Participant deferral / active EE | $4,750 | $6,527-27.2% | $8,363-43.2% | $4,027+17.9% |
| Admin fee / account holder | $8,844 | $7,719+14.6% | $11,616-23.9% | $5,403+63.7% |