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 8-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 | $17,124 | $62,586-72.6% | $76,768-77.7% | $64,186-73.3% |
| Participation rate | 72.0% | 72.8%-0.8pp | 77.0%-5.0pp | 69.6%+2.4pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,885 | $1,832+57.5% | $2,485+16.1% | $2,381+21.2% |
| Participant deferral / active EE | $4,806 | $3,145+52.8% | $3,852+24.8% | $3,470+38.5% |
| Admin fee / account holder | $775 | $4,667-83.4% | $6,675-88.4% | $4,888-84.2% |