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 9-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 | $13,410 | $56,357-76.2% | $104,294-87.1% | $68,494-80.4% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -11.98% | -9.19%-2.8pp | 24.61%-36.6pp | -7.84%-4.1pp |
| Employer contribution / active EE | $2,286 | $1,960+16.6% | $3,372-32.2% | $2,596-11.9% |
| Participant deferral / active EE | $1,975 | $3,077-35.8% | $4,625-57.3% | $4,027-50.9% |
| Admin fee / account holder | $1,053 | $4,903-78.5% | $7,339-85.7% | $5,403-80.5% |