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 | $18,648 | $77,813-76.0% | $123,544-84.9% | $64,186-70.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.81% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,633 | $3,014-45.8% | $4,628-64.7% | $2,381-31.4% |
| Participant deferral / active EE | $2,497 | $5,240-52.4% | $6,426-61.1% | $3,470-28.0% |
| Admin fee / account holder | $4,063 | $5,519-26.4% | $9,284-56.2% | $4,888-16.9% |