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 9-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 | $9,267 | $73,867-87.5% | $143,757-93.6% | $68,494-86.5% |
| Participation rate | 81.1% | 66.7%+14.5pp | 80.3%+0.8pp | 67.9%+13.2pp |
| Annual return | -15.08% | 1.01%-16.1pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $967 | $3,184-69.6% | $4,951-80.5% | $2,596-62.7% |
| Participant deferral / active EE | $990 | $3,384-70.8% | $5,637-82.4% | $4,027-75.4% |
| Admin fee / account holder | $330 | $5,755-94.3% | $14,673-97.8% | $5,403-93.9% |