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 8-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 | $11,339 | $81,900-86.2% | $119,609-90.5% | $68,494-83.4% |
| Participation rate | 78.8% | 71.9%+6.9pp | 79.3%-0.4pp | 67.9%+10.9pp |
| Annual return | -18.70% | -23.82%+5.1pp | -14.97%-3.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,856 | $2,693-31.1% | $4,232-56.2% | $2,596-28.5% |
| Participant deferral / active EE | $2,378 | $4,148-42.7% | $5,602-57.6% | $4,027-41.0% |
| Admin fee / account holder | $940 | $6,582-85.7% | $10,323-90.9% | $5,403-82.6% |