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 | $15,507 | $59,159-73.8% | $159,960-90.3% | $66,914-76.8% |
| Participation rate | 97.6% | 68.1%+29.5pp | 78.0%+19.6pp | 69.8%+27.8pp |
| Annual return | 4.45% | -12.26%+16.7pp | 408.60%-404.1pp | 1.58%+2.9pp |
| Employer contribution / active EE | $1,465 | $1,983-26.1% | $4,226-65.3% | $2,544-42.4% |
| Participant deferral / active EE | $4,126 | $4,395-6.1% | $6,182-33.3% | $4,237-2.6% |
| Admin fee / account holder | $3,006 | $591+408.7% | $8,698-65.4% | $593+406.6% |