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 | $16,192 | $105,860-84.7% | $90,749-82.2% | $134,475-88.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.05% | -11.01%0pp | -12.16%+1.1pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,335 | $3,462-32.6% | $2,921-20.1% | $4,740-50.7% |
| Participant deferral / active EE | $5,389 | $5,216+3.3% | $4,564+18.1% | $6,400-15.8% |
| Admin fee / account holder | $3,043 | $13,938-78.2% | $8,445-64.0% | $11,426-73.4% |