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 | $14,379 | $59,535-75.8% | $90,160-84.1% | $62,292-76.9% |
| Participation rate | 76.4% | 73.0%+3.4pp | 76.9%-0.5pp | 69.5%+6.9pp |
| Annual return | 0.00% | 23.53%-23.5pp | 34.88%-34.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $3,832 | $1,826+109.9% | $3,318+15.5% | $2,042+87.6% |
| Participant deferral / active EE | $6,384 | $4,639+37.6% | $5,288+20.7% | $3,169+101.5% |
| Admin fee / account holder | $406 | $337+20.6% | $5,943-93.2% | $479-15.3% |