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 | $29,105 | $110,094-73.6% | $151,611-80.8% | $68,494-57.5% |
| Participation rate | 77.1% | 84.0%-6.8pp | 87.5%-10.4pp | 67.9%+9.3pp |
| Annual return | 1.69% | -10.12%+11.8pp | 3.33%-1.6pp | -7.84%+9.5pp |
| Employer contribution / active EE | $3,052 | $4,471-31.7% | $6,166-50.5% | $2,596+17.6% |
| Participant deferral / active EE | $5,769 | $6,527-11.6% | $8,363-31.0% | $4,027+43.3% |
| Admin fee / account holder | $10,781 | $7,719+39.7% | $11,616-7.2% | $5,403+99.5% |