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 | $30,541 | $110,094-72.3% | $151,611-79.9% | $68,494-55.4% |
| Participation rate | 95.8% | 84.0%+11.8pp | 87.5%+8.3pp | 67.9%+27.9pp |
| Annual return | 3.30% | -10.12%+13.4pp | 3.33%0pp | -7.84%+11.1pp |
| Employer contribution / active EE | $7,972 | $4,471+78.3% | $6,166+29.3% | $2,596+207.1% |
| Participant deferral / active EE | $12,339 | $6,527+89.0% | $8,363+47.5% | $4,027+206.4% |
| Admin fee / account holder | $3,172 | $7,719-58.9% | $11,616-72.7% | $5,403-41.3% |