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 9-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 | $5,603 | $43,327-87.1% | $59,878-90.6% | $64,186-91.3% |
| Participation rate | 98.5% | 69.2%+29.3pp | 74.7%+23.8pp | 69.6%+28.9pp |
| Annual return | 6.63% | -1.55%+8.2pp | 3.46%+3.2pp | 7.63%-1.0pp |
| Employer contribution / active EE | $1,909 | $2,028-5.9% | $2,722-29.9% | $2,381-19.8% |
| Participant deferral / active EE | $1,200 | $2,546-52.8% | $3,402-64.7% | $3,470-65.4% |
| Admin fee / account holder | $335 | $3,005-88.9% | $3,590-90.7% | $4,888-93.2% |