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 3-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 | $16,753 | $68,346-75.5% | $94,646-82.3% | $75,163-77.7% |
| Participation rate | 94.1% | 76.1%+18.0pp | 80.8%+13.3pp | 67.2%+26.9pp |
| Annual return | 0.00% | 616.93%-616.9pp | 156.71%-156.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $6,349 | $2,701+135.1% | $3,672+72.9% | $2,670+137.8% |
| Participant deferral / active EE | $7,855 | $6,537+20.2% | $7,418+5.9% | $4,125+90.4% |
| Admin fee / account holder | $8,717 | $5,326+63.7% | $7,231+20.6% | $5,651+54.3% |