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 6-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 | $14,166 | $162,781-91.3% | $133,956-89.4% | $158,922-91.1% |
| Participation rate | 95.2% | 83.2%+12.0pp | 79.8%+15.4pp | 82.0%+13.3pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,327 | $4,975-53.2% | $3,919-40.6% | $4,761-51.1% |
| Participant deferral / active EE | $8,083 | $5,911+36.8% | $5,048+60.1% | $5,982+35.1% |
| Admin fee / account holder | $326 | $11,736-97.2% | $8,927-96.4% | $11,246-97.1% |