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 | $8,135 | $62,586-87.0% | $76,768-89.4% | $64,186-87.3% |
| Participation rate | 92.3% | 72.8%+19.5pp | 77.0%+15.3pp | 69.6%+22.7pp |
| Annual return | 22.47% | -1.95%+24.4pp | 2.43%+20.0pp | 7.63%+14.8pp |
| Employer contribution / active EE | $847 | $1,832-53.8% | $2,485-65.9% | $2,381-64.4% |
| Participant deferral / active EE | $2,310 | $3,145-26.5% | $3,852-40.0% | $3,470-33.4% |
| Admin fee / account holder | $597 | $4,667-87.2% | $6,675-91.1% | $4,888-87.8% |