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 | $12,237 | $59,805-79.5% | $79,550-84.6% | $68,494-82.1% |
| Participation rate | 97.1% | 61.1%+36.1pp | 69.5%+27.7pp | 67.9%+29.3pp |
| Annual return | -18.59% | -12.30%-6.3pp | 0.16%-18.8pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,217 | $1,505+113.8% | $2,413+33.3% | $2,596+23.9% |
| Participant deferral / active EE | $2,468 | $3,024-18.4% | $3,985-38.1% | $4,027-38.7% |
| Admin fee / account holder | $636 | $4,835-86.8% | $6,832-90.7% | $5,403-88.2% |