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 | $14,532 | $82,664-82.4% | $125,339-88.4% | $68,494-78.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -2.12% | -5.97%+3.8pp | 572.05%-574.2pp | -7.84%+5.7pp |
| Employer contribution / active EE | $868 | $3,381-74.3% | $4,814-82.0% | $2,596-66.6% |
| Participant deferral / active EE | $4,759 | $6,110-22.1% | $7,446-36.1% | $4,027+18.2% |
| Admin fee / account holder | $366 | $6,275-94.2% | $10,010-96.3% | $5,403-93.2% |