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 4-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 | $7,681 | $59,107-87.0% | $86,436-91.1% | $68,494-88.8% |
| Participation rate | 89.3% | 75.2%+14.0pp | 80.3%+9.0pp | 67.9%+21.4pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,006 | $2,519+19.4% | $3,769-20.2% | $2,596+15.8% |
| Participant deferral / active EE | $5,501 | $5,901-6.8% | $6,952-20.9% | $4,027+36.6% |
| Admin fee / account holder | $1,710 | $5,637-69.7% | $6,731-74.6% | $5,403-68.3% |