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 | $8,325 | $64,707-87.1% | $112,228-92.6% | $68,494-87.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.93% | -11.40%-5.5pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,667 | $2,746-39.3% | $3,635-54.1% | $2,596-35.8% |
| Participant deferral / active EE | $2,842 | $3,565-20.3% | $4,728-39.9% | $4,027-29.4% |
| Admin fee / account holder | $425 | $5,232-91.9% | $6,410-93.4% | $5,403-92.1% |