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 5-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 | $14,903 | $73,004-79.6% | $90,749-83.6% | $68,494-78.2% |
| Participation rate | 73.8% | 70.8%+3.0pp | 75.7%-1.9pp | 67.9%+5.9pp |
| Annual return | -18.33% | -13.81%-4.5pp | -12.16%-6.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,087 | $2,193-4.8% | $2,921-28.6% | $2,596-19.6% |
| Participant deferral / active EE | $3,010 | $3,627-17.0% | $4,564-34.1% | $4,027-25.3% |
| Admin fee / account holder | $1,043 | $5,896-82.3% | $8,445-87.6% | $5,403-80.7% |