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 | $28,235 | $49,655-43.1% | $205,371-86.3% | $49,655-43.1% |
| Participation rate | 80.0% | 18.6%+61.4pp | 56.2%+23.8pp | 18.6%+61.4pp |
| Annual return | 10.55% | 9.77%+0.8pp | 5.90%+4.7pp | 9.77%+0.8pp |
| Employer contribution / active EE | $0 | $13,890-100.0% | $24,714-100.0% | $13,890-100.0% |
| Participant deferral / active EE | $1,355 | $102+1231.7% | $644+110.5% | $102+1231.7% |
| Admin fee / account holder | $4,972 | $2,893+71.8% | $13,227-62.4% | $2,893+71.8% |