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 7-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 | $5,615 | $116,175-95.2% | $93,606-94.0% | $152,861-96.3% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.4%-2.4pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,605 | $3,218-19.0% | $2,718-4.1% | $4,762-45.3% |
| Participant deferral / active EE | $4,886 | $4,603+6.1% | $4,069+20.1% | $5,850-16.5% |
| Admin fee / account holder | $3,581 | $10,748-66.7% | $7,888-54.6% | $11,596-69.1% |