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 | $5,729 | $58,577-90.2% | $83,333-93.1% | $64,186-91.1% |
| Participation rate | 83.6% | 72.0%+11.5pp | 77.8%+5.8pp | 69.6%+14.0pp |
| Annual return | 0.00% | 9.65%-9.6pp | 10.63%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,591 | $2,098-24.2% | $3,379-52.9% | $2,381-33.2% |
| Participant deferral / active EE | $3,391 | $4,654-27.1% | $5,565-39.1% | $3,470-2.3% |
| Admin fee / account holder | $405 | $9,275-95.6% | $7,510-94.6% | $4,888-91.7% |