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 | $8,576 | $90,590-90.5% | $90,782-90.6% | $135,375-93.7% |
| Participation rate | 70.0% | 83.7%-13.7pp | 82.7%-12.7pp | 82.6%-12.6pp |
| Annual return | 1.97% | -3.40%+5.4pp | -3.42%+5.4pp | 519.73%-517.8pp |
| Employer contribution / active EE | $2,830 | $4,352-35.0% | $4,105-31.1% | $4,779-40.8% |
| Participant deferral / active EE | $3,442 | $5,407-36.3% | $5,366-35.8% | $5,609-38.6% |
| Admin fee / account holder | $4,736 | $7,683-38.4% | $5,908-19.8% | $10,827-56.3% |