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 | $3,328 | $49,177-93.2% | $79,464-95.8% | $64,186-94.8% |
| Participation rate | 88.2% | 65.0%+23.2pp | 73.3%+14.9pp | 69.6%+18.7pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $824 | $2,076-60.3% | $2,800-70.6% | $2,381-65.4% |
| Participant deferral / active EE | $1,064 | $2,821-62.3% | $3,704-71.3% | $3,470-69.3% |
| Admin fee / account holder | $1,255 | $3,839-67.3% | $5,113-75.4% | $4,888-74.3% |