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 3-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 | $14,525 | $82,664-82.4% | $125,339-88.4% | $68,494-78.8% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,311 | $3,381-31.6% | $4,814-52.0% | $2,596-11.0% |
| Participant deferral / active EE | $6,279 | $6,110+2.8% | $7,446-15.7% | $4,027+55.9% |
| Admin fee / account holder | $307 | $6,275-95.1% | $10,010-96.9% | $5,403-94.3% |