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 7-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 | $6,515 | $45,863-85.8% | $77,024-91.5% | $68,494-90.5% |
| Participation rate | 91.3% | 55.9%+35.4pp | 67.9%+23.4pp | 67.9%+23.4pp |
| Annual return | 2.58% | 1.72%+0.9pp | 42.32%-39.7pp | -7.84%+10.4pp |
| Employer contribution / active EE | $4,186 | $1,650+153.8% | $2,812+48.9% | $2,596+61.2% |
| Participant deferral / active EE | $1,246 | $2,962-57.9% | $4,426-71.8% | $4,027-69.1% |
| Admin fee / account holder | $1,532 | $3,041-49.6% | $5,425-71.8% | $5,403-71.6% |