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 | $19,249 | $84,487-77.2% | $125,339-84.6% | $66,914-71.2% |
| Participation rate | 95.1% | 76.4%+18.7pp | 82.4%+12.8pp | 69.8%+25.3pp |
| Annual return | 2.59% | -8.39%+11.0pp | 572.05%-569.5pp | 1.58%+1.0pp |
| Employer contribution / active EE | $4,383 | $3,553+23.3% | $4,814-9.0% | $2,544+72.3% |
| Participant deferral / active EE | $8,926 | $6,781+31.6% | $7,446+19.9% | $4,237+110.7% |
| Admin fee / account holder | $3,774 | $685+451.0% | $10,010-62.3% | $593+536.2% |