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 | $15,852 | $71,883-77.9% | $86,677-81.7% | $68,494-76.9% |
| Participation rate | 97.4% | 72.2%+25.2pp | 76.6%+20.9pp | 67.9%+29.5pp |
| Annual return | -16.24% | 3.52%-19.8pp | 35.91%-52.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,252 | $2,173-42.4% | $2,836-55.9% | $2,596-51.8% |
| Participant deferral / active EE | $2,324 | $3,779-38.5% | $4,656-50.1% | $4,027-42.3% |
| Admin fee / account holder | $582 | $6,112-90.5% | $7,493-92.2% | $5,403-89.2% |