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 | $22,181 | $73,004-69.6% | $90,749-75.6% | $68,494-67.6% |
| Participation rate | 72.0% | 70.8%+1.2pp | 75.7%-3.7pp | 67.9%+4.1pp |
| Annual return | -18.76% | -13.81%-4.9pp | -12.16%-6.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,266 | $2,193-42.3% | $2,921-56.6% | $2,596-51.2% |
| Participant deferral / active EE | $3,334 | $3,627-8.1% | $4,564-26.9% | $4,027-17.2% |
| Admin fee / account holder | $997 | $5,896-83.1% | $8,445-88.2% | $5,403-81.5% |