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 8-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 | $15,882 | $59,805-73.4% | $79,550-80.0% | $68,494-76.8% |
| Participation rate | 84.6% | 61.1%+23.6pp | 69.5%+15.1pp | 67.9%+16.7pp |
| Annual return | -18.80% | -12.30%-6.5pp | 0.16%-19.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $649 | $1,505-56.8% | $2,413-73.1% | $2,596-75.0% |
| Participant deferral / active EE | $3,924 | $3,024+29.8% | $3,985-1.5% | $4,027-2.6% |
| Admin fee / account holder | $986 | $4,835-79.6% | $6,832-85.6% | $5,403-81.7% |