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 8-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 | $13,282 | $50,958-73.9% | $74,550-82.2% | $64,186-79.3% |
| Participation rate | 73.6% | 61.1%+12.5pp | 69.1%+4.4pp | 69.6%+4.0pp |
| Annual return | 0.00% | -1.86%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $293 | $1,115-73.7% | $1,961-85.1% | $2,381-87.7% |
| Participant deferral / active EE | $2,715 | $2,301+18.0% | $3,108-12.7% | $3,470-21.8% |
| Admin fee / account holder | $348 | $4,223-91.8% | $5,060-93.1% | $4,888-92.9% |