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 | $28,724 | $110,094-73.9% | $151,611-81.1% | $68,494-58.1% |
| Participation rate | 82.3% | 84.0%-1.7pp | 87.5%-5.2pp | 67.9%+14.4pp |
| Annual return | -9.20% | -10.12%+0.9pp | 3.33%-12.5pp | -7.84%-1.4pp |
| Employer contribution / active EE | $3,541 | $4,471-20.8% | $6,166-42.6% | $2,596+36.4% |
| Participant deferral / active EE | $4,619 | $6,527-29.2% | $8,363-44.8% | $4,027+14.7% |
| Admin fee / account holder | $13,381 | $7,719+73.4% | $11,616+15.2% | $5,403+147.7% |