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 10-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 | $19,028 | $77,813-75.5% | $123,544-84.6% | $64,186-70.4% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.3pp | 69.6%+23.0pp |
| Annual return | 0.18% | 12.48%-12.3pp | 119.20%-119.0pp | 7.63%-7.5pp |
| Employer contribution / active EE | $1,853 | $3,014-38.5% | $4,628-60.0% | $2,381-22.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $376 | $5,519-93.2% | $9,284-95.9% | $4,888-92.3% |