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 | $16,104 | $73,004-77.9% | $90,749-82.3% | $68,494-76.5% |
| Participation rate | 93.9% | 70.8%+23.1pp | 75.7%+18.2pp | 67.9%+26.1pp |
| Annual return | -9.69% | -13.81%+4.1pp | -12.16%+2.5pp | -7.84%-1.8pp |
| Employer contribution / active EE | $1,320 | $2,193-39.8% | $2,921-54.8% | $2,596-49.2% |
| Participant deferral / active EE | $2,749 | $3,627-24.2% | $4,564-39.8% | $4,027-31.7% |
| Admin fee / account holder | $2,899 | $5,896-50.8% | $8,445-65.7% | $5,403-46.3% |