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 | $4,866 | $73,867-93.4% | $143,757-96.6% | $68,494-92.9% |
| Participation rate | 84.2% | 66.7%+17.6pp | 80.3%+3.9pp | 67.9%+16.3pp |
| Annual return | -7.11% | 1.01%-8.1pp | -0.04%-7.1pp | -7.84%+0.7pp |
| Employer contribution / active EE | $1,255 | $3,184-60.6% | $4,951-74.7% | $2,596-51.7% |
| Participant deferral / active EE | $3,166 | $3,384-6.5% | $5,637-43.8% | $4,027-21.4% |
| Admin fee / account holder | $1,162 | $5,755-79.8% | $14,673-92.1% | $5,403-78.5% |