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 5-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 | $11,520 | $78,672-85.4% | $109,143-89.4% | $85,850-86.6% |
| Participation rate | 93.7% | 68.3%+25.4pp | 75.9%+17.8pp | 69.3%+24.4pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,162 | $2,735-20.9% | $3,722-41.9% | $2,565-15.7% |
| Participant deferral / active EE | $2,685 | $3,467-22.6% | $4,653-42.3% | $3,952-32.0% |
| Admin fee / account holder | $739 | $5,469-86.5% | $6,752-89.1% | $6,260-88.2% |