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 | $14,677 | $76,367-80.8% | $93,606-84.3% | $72,985-79.9% |
| Participation rate | 95.1% | 71.7%+23.4pp | 75.8%+19.3pp | 69.5%+25.6pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,537 | $2,275+11.5% | $2,718-6.7% | $2,440+4.0% |
| Participant deferral / active EE | $3,929 | $3,538+11.1% | $4,069-3.4% | $3,607+8.9% |
| Admin fee / account holder | $785 | $6,838-88.5% | $7,888-90.1% | $5,124-84.7% |