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 | $32,375 | $110,094-70.6% | $151,611-78.6% | $68,494-52.7% |
| Participation rate | 84.3% | 84.0%+0.3pp | 87.5%-3.2pp | 67.9%+16.4pp |
| Annual return | -16.55% | -10.12%-6.4pp | 3.33%-19.9pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,011 | $4,471-55.0% | $6,166-67.4% | $2,596-22.6% |
| Participant deferral / active EE | $3,612 | $6,527-44.7% | $8,363-56.8% | $4,027-10.3% |
| Admin fee / account holder | $5,534 | $7,719-28.3% | $11,616-52.4% | $5,403+2.4% |