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 6-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 | $12,657 | $154,228-91.8% | $145,433-91.3% | $137,256-90.8% |
| Participation rate | 78.3% | 83.8%-5.5pp | 82.1%-3.9pp | 80.0%-1.7pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $4,011 | $4,804-16.5% | $4,554-11.9% | $4,156-3.5% |
| Participant deferral / active EE | $7,277 | $8,216-11.4% | $7,897-7.9% | $6,407+13.6% |
| Admin fee / account holder | $834 | $14,344-94.2% | $13,129-93.6% | $12,270-93.2% |