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 5-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 | $20,814 | $99,985-79.2% | $146,665-85.8% | $85,850-75.8% |
| Participation rate | 74.1% | 73.1%+1.1pp | 80.1%-5.9pp | 69.3%+4.8pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.74%-22.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $845 | $2,559-67.0% | $4,136-79.6% | $2,565-67.0% |
| Participant deferral / active EE | $7,491 | $4,006+87.0% | $5,506+36.1% | $3,952+89.6% |
| Admin fee / account holder | $2,314 | $7,702-70.0% | $10,280-77.5% | $6,260-63.0% |