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 10-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 | $4,706 | $52,681-91.1% | $75,781-93.8% | $59,632-92.1% |
| Participation rate | 80.8% | 67.2%+13.5pp | 75.8%+5.0pp | 68.7%+12.1pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,425 | $2,193-35.0% | $3,323-57.1% | $2,203-35.3% |
| Participant deferral / active EE | $3,196 | $2,591+23.4% | $3,651-12.5% | $3,192+0.1% |
| Admin fee / account holder | $423 | $3,610-88.3% | $5,299-92.0% | $4,297-90.2% |