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 5-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 | $8,280 | $53,162-84.4% | $91,220-90.9% | $68,494-87.9% |
| Participation rate | 88.9% | 63.2%+25.7pp | 73.2%+15.7pp | 67.9%+21.0pp |
| Annual return | -18.03% | -3.14%-14.9pp | 114.01%-132.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,763 | $1,709+3.2% | $2,850-38.1% | $2,596-32.1% |
| Participant deferral / active EE | $5,387 | $2,974+81.2% | $4,234+27.2% | $4,027+33.8% |
| Admin fee / account holder | $539 | $4,493-88.0% | $5,420-90.1% | $5,403-90.0% |