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 | $3,927 | $50,958-92.3% | $74,550-94.7% | $64,186-93.9% |
| Participation rate | 98.4% | 61.1%+37.4pp | 69.1%+29.3pp | 69.6%+28.9pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,242 | $1,115+190.6% | $1,961+65.3% | $2,381+36.2% |
| Participant deferral / active EE | $1,838 | $2,301-20.1% | $3,108-40.9% | $3,470-47.0% |
| Admin fee / account holder | $532 | $4,223-87.4% | $5,060-89.5% | $4,888-89.1% |