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 4-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 | $8,541 | $61,774-86.2% | $97,226-91.2% | $80,856-89.4% |
| Participation rate | 90.0% | 63.5%+26.5pp | 72.7%+17.3pp | 67.6%+22.4pp |
| Annual return | 13.97% | -557.90%+571.9pp | 75.13%-61.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,927 | $1,837+4.9% | $2,729-29.4% | $2,755-30.0% |
| Participant deferral / active EE | $3,818 | $3,029+26.0% | $4,264-10.5% | $4,296-11.1% |
| Admin fee / account holder | $1,007 | $5,166-80.5% | $5,654-82.2% | $6,918-85.4% |