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 | $13,077 | $115,882-88.7% | $100,516-87.0% | $158,922-91.8% |
| Participation rate | 83.3% | 81.6%+1.8pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,668 | $4,103-35.0% | $3,418-21.9% | $4,761-44.0% |
| Participant deferral / active EE | $9,334 | $6,674+39.9% | $6,270+48.9% | $5,982+56.0% |
| Admin fee / account holder | $1,232 | $10,995-88.8% | $8,081-84.8% | $11,246-89.0% |