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 | $16,604 | $78,705-78.9% | $117,854-85.9% | $70,131-76.3% |
| Participation rate | 78.8% | 73.2%+5.7pp | 79.7%-0.8pp | 69.5%+9.3pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.08%-335.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,647 | $2,223+19.0% | $3,786-30.1% | $2,342+13.0% |
| Participant deferral / active EE | $4,080 | $3,297+23.7% | $4,482-9.0% | $3,332+22.5% |
| Admin fee / account holder | $334 | $5,065-93.4% | $8,020-95.8% | $4,645-92.8% |