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 9-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 | $21,172 | $73,981-71.4% | $105,722-80.0% | $62,891-66.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 0.00% | 17.60%-17.6pp | 12.25%-12.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,484 | $2,856-13.0% | $4,079-39.1% | $2,281+8.9% |
| Participant deferral / active EE | $5,045 | $4,038+24.9% | $5,326-5.3% | $3,203+57.5% |
| Admin fee / account holder | $443 | $5,976-92.6% | $8,308-94.7% | $4,296-89.7% |