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 8-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 | $8,431 | $53,127-84.1% | $86,590-90.3% | $70,131-88.0% |
| Participation rate | 96.9% | 65.3%+31.6pp | 73.5%+23.3pp | 69.5%+27.3pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,152 | $2,068-44.3% | $2,839-59.4% | $2,342-50.8% |
| Participant deferral / active EE | $868 | $2,696-67.8% | $3,609-76.0% | $3,332-74.0% |
| Admin fee / account holder | $722 | $3,585-79.9% | $4,906-85.3% | $4,645-84.5% |