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 | $20,279 | $62,586-67.6% | $76,768-73.6% | $64,186-68.4% |
| Participation rate | 86.6% | 72.8%+13.8pp | 77.0%+9.6pp | 69.6%+17.0pp |
| Annual return | -7.20% | -1.95%-5.3pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,175 | $1,832+18.7% | $2,485-12.5% | $2,381-8.7% |
| Participant deferral / active EE | $3,821 | $3,145+21.5% | $3,852-0.8% | $3,470+10.1% |
| Admin fee / account holder | $2,113 | $4,667-54.7% | $6,675-68.3% | $4,888-56.8% |