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 9-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 | $33,851 | $110,094-69.3% | $151,611-77.7% | $68,494-50.6% |
| Participation rate | 93.9% | 84.0%+9.9pp | 87.5%+6.4pp | 67.9%+26.0pp |
| Annual return | -17.60% | -10.12%-7.5pp | 3.33%-20.9pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,967 | $4,471-56.0% | $6,166-68.1% | $2,596-24.2% |
| Participant deferral / active EE | $3,892 | $6,527-40.4% | $8,363-53.5% | $4,027-3.4% |
| Admin fee / account holder | $399 | $7,719-94.8% | $11,616-96.6% | $5,403-92.6% |