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 | $21,594 | $71,883-70.0% | $86,677-75.1% | $68,494-68.5% |
| Participation rate | 89.1% | 72.2%+16.9pp | 76.6%+12.5pp | 67.9%+21.2pp |
| Annual return | -16.08% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,158 | $2,173-0.7% | $2,836-23.9% | $2,596-16.9% |
| Participant deferral / active EE | $3,067 | $3,779-18.8% | $4,656-34.1% | $4,027-23.8% |
| Admin fee / account holder | $1,721 | $6,112-71.8% | $7,493-77.0% | $5,403-68.1% |