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 | $21,249 | $72,404-70.7% | $110,238-80.7% | $64,186-66.9% |
| Participation rate | 73.3% | 73.3%0pp | 79.8%-6.5pp | 69.6%+3.8pp |
| Annual return | -2.64% | -6.29%+3.7pp | 314.74%-317.4pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,298 | $2,282+0.7% | $3,826-39.9% | $2,381-3.5% |
| Participant deferral / active EE | $5,731 | $3,469+65.2% | $4,672+22.7% | $3,470+65.2% |
| Admin fee / account holder | $31,224 | $5,664+451.2% | $8,547+265.3% | $4,888+538.8% |