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 6-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 | $15,018 | $82,664-81.8% | $125,339-88.0% | $68,494-78.1% |
| Participation rate | 86.1% | 75.0%+11.1pp | 82.4%+3.7pp | 67.9%+18.2pp |
| Annual return | -17.37% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $865 | $3,381-74.4% | $4,814-82.0% | $2,596-66.7% |
| Participant deferral / active EE | $4,449 | $6,110-27.2% | $7,446-40.2% | $4,027+10.5% |
| Admin fee / account holder | $916 | $6,275-85.4% | $10,010-90.9% | $5,403-83.0% |