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 | $5,302 | $142,344-96.3% | $119,609-95.6% | $134,475-96.1% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | 17.46% | -12.44%+29.9pp | -14.97%+32.4pp | 417.96%-400.5pp |
| Employer contribution / active EE | $1,667 | $5,222-68.1% | $4,232-60.6% | $4,740-64.8% |
| Participant deferral / active EE | $2,031 | $6,469-68.6% | $5,602-63.7% | $6,400-68.3% |
| Admin fee / account holder | $981 | $13,584-92.8% | $10,323-90.5% | $11,426-91.4% |