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 | $10,056 | $71,883-86.0% | $86,677-88.4% | $68,494-85.3% |
| Participation rate | 76.7% | 72.2%+4.5pp | 76.6%+0.2pp | 67.9%+8.9pp |
| Annual return | -16.02% | 3.52%-19.5pp | 35.91%-51.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,320 | $2,173-39.3% | $2,836-53.5% | $2,596-49.2% |
| Participant deferral / active EE | $2,375 | $3,779-37.1% | $4,656-49.0% | $4,027-41.0% |
| Admin fee / account holder | $729 | $6,112-88.1% | $7,493-90.3% | $5,403-86.5% |