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 | $30,648 | $110,094-72.2% | $151,611-79.8% | $68,494-55.3% |
| Participation rate | 96.8% | 84.0%+12.8pp | 87.5%+9.3pp | 67.9%+28.9pp |
| Annual return | -15.14% | -10.12%-5.0pp | 3.33%-18.5pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,556 | $4,471-65.2% | $6,166-74.8% | $2,596-40.1% |
| Participant deferral / active EE | $4,818 | $6,527-26.2% | $8,363-42.4% | $4,027+19.6% |
| Admin fee / account holder | $5,949 | $7,719-22.9% | $11,616-48.8% | $5,403+10.1% |