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 | $14,299 | $85,766-83.3% | $136,294-89.5% | $70,131-79.6% |
| Participation rate | 89.2% | 74.2%+15.0pp | 81.9%+7.3pp | 69.5%+19.6pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,129 | $2,966-62.0% | $4,695-76.0% | $2,342-51.8% |
| Participant deferral / active EE | $3,264 | $5,051-35.4% | $6,247-47.8% | $3,332-2.0% |
| Admin fee / account holder | $3,301 | $5,420-39.1% | $9,243-64.3% | $4,645-28.9% |