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 | $8,656 | $54,229-84.0% | $70,092-87.7% | $68,494-87.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -18.53% | -13.87%-4.7pp | 190.73%-209.3pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,630 | $2,018-19.2% | $2,559-36.3% | $2,596-37.2% |
| Participant deferral / active EE | $2,864 | $2,956-3.1% | $3,849-25.6% | $4,027-28.9% |
| Admin fee / account holder | $554 | $4,694-88.2% | $6,267-91.2% | $5,403-89.7% |