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 | $16,441 | $77,813-78.9% | $123,544-86.7% | $64,186-74.4% |
| Participation rate | 82.3% | 74.7%+7.6pp | 82.3%0pp | 69.6%+12.7pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $5,319 | $3,014+76.5% | $4,628+14.9% | $2,381+123.4% |
| Participant deferral / active EE | $9,356 | $5,240+78.6% | $6,426+45.6% | $3,470+169.7% |
| Admin fee / account holder | $702 | $5,519-87.3% | $9,284-92.4% | $4,888-85.6% |