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 6-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 | $15,174 | $82,664-81.6% | $125,339-87.9% | $68,494-77.8% |
| Participation rate | 98.2% | 75.0%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -11.58% | -5.97%-5.6pp | 572.05%-583.6pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,874 | $3,381-44.6% | $4,814-61.1% | $2,596-27.8% |
| Participant deferral / active EE | $4,504 | $6,110-26.3% | $7,446-39.5% | $4,027+11.8% |
| Admin fee / account holder | $2,645 | $6,275-57.8% | $10,010-73.6% | $5,403-51.0% |