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 | $5,909 | $85,202-93.1% | $172,739-96.6% | $72,985-91.9% |
| Participation rate | 98.5% | 70.1%+28.4pp | 82.6%+15.9pp | 69.5%+29.0pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,110 | $3,324-66.6% | $5,143-78.4% | $2,440-54.5% |
| Participant deferral / active EE | $1,355 | $3,260-58.4% | $5,198-73.9% | $3,607-62.4% |
| Admin fee / account holder | $512 | $5,884-91.3% | $13,954-96.3% | $5,124-90.0% |