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 | $14,835 | $76,912-80.7% | $129,110-88.5% | $68,494-78.3% |
| Participation rate | 93.1% | 69.1%+24.0pp | 77.3%+15.9pp | 67.9%+25.2pp |
| Annual return | -18.86% | -9.78%-9.1pp | -10.94%-7.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,855 | $3,243-42.8% | $5,052-63.3% | $2,596-28.5% |
| Participant deferral / active EE | $2,232 | $4,732-52.8% | $6,542-65.9% | $4,027-44.6% |
| Admin fee / account holder | $580 | $6,638-91.3% | $14,302-95.9% | $5,403-89.3% |