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 | $21,808 | $72,404-69.9% | $110,238-80.2% | $64,186-66.0% |
| Participation rate | 80.4% | 73.3%+7.0pp | 79.8%+0.5pp | 69.6%+10.8pp |
| Annual return | 2.59% | -6.29%+8.9pp | 314.74%-312.1pp | 7.63%-5.0pp |
| Employer contribution / active EE | $1,770 | $2,282-22.4% | $3,826-53.7% | $2,381-25.6% |
| Participant deferral / active EE | $3,186 | $3,469-8.2% | $4,672-31.8% | $3,470-8.2% |
| Admin fee / account holder | $14,772 | $5,664+160.8% | $8,547+72.8% | $4,888+202.2% |