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 4-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 | $11,410 | $109,359-89.6% | $162,163-93.0% | $72,985-84.4% |
| Participation rate | 94.6% | 84.3%+10.3pp | 87.6%+7.0pp | 69.5%+25.1pp |
| Annual return | 0.00% | 25.46%-25.5pp | 115.59%-115.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,393 | $3,907-13.2% | $5,614-39.6% | $2,440+39.1% |
| Participant deferral / active EE | $4,675 | $5,481-14.7% | $7,298-35.9% | $3,607+29.6% |
| Admin fee / account holder | $1,383 | $7,972-82.7% | $10,843-87.2% | $5,124-73.0% |