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 | $22,682 | $73,004-68.9% | $90,749-75.0% | $68,494-66.9% |
| Participation rate | 84.6% | 70.8%+13.8pp | 75.7%+8.9pp | 67.9%+16.7pp |
| Annual return | -18.46% | -13.81%-4.7pp | -12.16%-6.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $11,583 | $2,193+428.2% | $2,921+296.5% | $2,596+346.1% |
| Participant deferral / active EE | $1,916 | $3,627-47.2% | $4,564-58.0% | $4,027-52.4% |
| Admin fee / account holder | $5,747 | $5,896-2.5% | $8,445-31.9% | $5,403+6.4% |