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 4-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 | $17,546 | $82,664-78.8% | $125,339-86.0% | $68,494-74.4% |
| Participation rate | 94.6% | 75.0%+19.6pp | 82.4%+12.3pp | 67.9%+26.8pp |
| Annual return | -11.00% | -5.97%-5.0pp | 572.05%-583.1pp | -7.84%-3.2pp |
| Employer contribution / active EE | $2,552 | $3,381-24.5% | $4,814-47.0% | $2,596-1.7% |
| Participant deferral / active EE | $5,139 | $6,110-15.9% | $7,446-31.0% | $4,027+27.6% |
| Admin fee / account holder | $1,487 | $6,275-76.3% | $10,010-85.1% | $5,403-72.5% |