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 | $9,569 | $62,586-84.7% | $76,768-87.5% | $64,186-85.1% |
| Participation rate | 72.7% | 72.8%-0.1pp | 77.0%-4.2pp | 69.6%+3.2pp |
| Annual return | -1.87% | -1.95%+0.1pp | 2.43%-4.3pp | 7.63%-9.5pp |
| Employer contribution / active EE | $855 | $1,832-53.3% | $2,485-65.6% | $2,381-64.1% |
| Participant deferral / active EE | $1,861 | $3,145-40.8% | $3,852-51.7% | $3,470-46.4% |
| Admin fee / account holder | $13,124 | $4,667+181.2% | $6,675+96.6% | $4,888+168.5% |