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 | $12,176 | $79,633-84.7% | $93,789-87.0% | $68,494-82.2% |
| Participation rate | 71.9% | 75.4%-3.5pp | 81.0%-9.1pp | 67.9%+4.0pp |
| Annual return | 58.25% | -0.10%+58.3pp | -11.33%+69.6pp | -7.84%+66.1pp |
| Employer contribution / active EE | $2,953 | $3,665-19.4% | $4,323-31.7% | $2,596+13.7% |
| Participant deferral / active EE | $4,803 | $5,158-6.9% | $6,094-21.2% | $4,027+19.3% |
| Admin fee / account holder | $4,494 | $6,871-34.6% | $7,195-37.5% | $5,403-16.8% |