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 | $15,995 | $63,355-74.8% | $91,989-82.6% | $72,985-78.1% |
| Participation rate | 96.3% | 72.5%+23.8pp | 78.6%+17.7pp | 69.5%+26.8pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.02%-69.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,156 | $2,116+1.9% | $3,452-37.6% | $2,440-11.7% |
| Participant deferral / active EE | $6,347 | $4,883+30.0% | $5,923+7.2% | $3,607+76.0% |
| Admin fee / account holder | $729 | $4,668-84.4% | $7,743-90.6% | $5,124-85.8% |