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 7-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 | $20,093 | $81,900-75.5% | $119,609-83.2% | $68,494-70.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -6.09% | -23.82%+17.7pp | -14.97%+8.9pp | -7.84%+1.8pp |
| Employer contribution / active EE | $5,202 | $2,693+93.2% | $4,232+22.9% | $2,596+100.4% |
| Participant deferral / active EE | $3,537 | $4,148-14.7% | $5,602-36.9% | $4,027-12.2% |
| Admin fee / account holder | $2,539 | $6,582-61.4% | $10,323-75.4% | $5,403-53.0% |