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 | $19,879 | $81,900-75.7% | $119,609-83.4% | $68,494-71.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.75% | -23.82%+5.1pp | -14.97%-3.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,914 | $2,693+8.2% | $4,232-31.1% | $2,596+12.2% |
| Participant deferral / active EE | $5,983 | $4,148+44.3% | $5,602+6.8% | $4,027+48.6% |
| Admin fee / account holder | $3,134 | $6,582-52.4% | $10,323-69.6% | $5,403-42.0% |