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 | $16,195 | $81,900-80.2% | $119,609-86.5% | $68,494-76.4% |
| Participation rate | 72.1% | 71.9%+0.2pp | 79.3%-7.2pp | 67.9%+4.2pp |
| Annual return | -18.46% | -23.82%+5.4pp | -14.97%-3.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,130 | $2,693-58.1% | $4,232-73.3% | $2,596-56.5% |
| Participant deferral / active EE | $1,870 | $4,148-54.9% | $5,602-66.6% | $4,027-53.6% |
| Admin fee / account holder | $2,243 | $6,582-65.9% | $10,323-78.3% | $5,403-58.5% |