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 | $21,440 | $73,004-70.6% | $90,749-76.4% | $68,494-68.7% |
| Participation rate | 94.7% | 70.8%+23.9pp | 75.7%+19.0pp | 67.9%+26.8pp |
| Annual return | 9.95% | -13.81%+23.8pp | -12.16%+22.1pp | -7.84%+17.8pp |
| Employer contribution / active EE | $853 | $2,193-61.1% | $2,921-70.8% | $2,596-67.1% |
| Participant deferral / active EE | $2,239 | $3,627-38.3% | $4,564-51.0% | $4,027-44.4% |
| Admin fee / account holder | $12,045 | $5,896+104.3% | $8,445+42.6% | $5,403+122.9% |