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 | $12,206 | $142,344-91.4% | $119,609-89.8% | $134,475-90.9% |
| Participation rate | 82.6% | 82.8%-0.2pp | 79.3%+3.3pp | 81.2%+1.4pp |
| Annual return | -19.81% | -12.44%-7.4pp | -14.97%-4.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,312 | $5,222-74.9% | $4,232-69.0% | $4,740-72.3% |
| Participant deferral / active EE | $2,612 | $6,469-59.6% | $5,602-53.4% | $6,400-59.2% |
| Admin fee / account holder | $1,909 | $13,584-85.9% | $10,323-81.5% | $11,426-83.3% |