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 10-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 | $15,594 | $81,900-81.0% | $119,609-87.0% | $68,494-77.2% |
| Participation rate | 74.4% | 71.9%+2.5pp | 79.3%-4.9pp | 67.9%+6.5pp |
| Annual return | -16.19% | -23.82%+7.6pp | -14.97%-1.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,405 | $2,693-47.8% | $4,232-66.8% | $2,596-45.9% |
| Participant deferral / active EE | $2,163 | $4,148-47.8% | $5,602-61.4% | $4,027-46.3% |
| Admin fee / account holder | $588 | $6,582-91.1% | $10,323-94.3% | $5,403-89.1% |