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 6-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 | $11,422 | $76,912-85.1% | $129,110-91.2% | $68,494-83.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -18.49% | -9.78%-8.7pp | -10.94%-7.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $904 | $3,243-72.1% | $5,052-82.1% | $2,596-65.2% |
| Participant deferral / active EE | $5,080 | $4,732+7.3% | $6,542-22.4% | $4,027+26.1% |
| Admin fee / account holder | $630 | $6,638-90.5% | $14,302-95.6% | $5,403-88.3% |