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 | $10,641 | $53,822-80.2% | $75,696-85.9% | $85,850-87.6% |
| Participation rate | 88.6% | 69.1%+19.5pp | 74.8%+13.7pp | 69.3%+19.3pp |
| Annual return | 0.00% | 24.54%-24.5pp | 104.53%-104.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $470 | $2,017-76.7% | $2,743-82.9% | $2,565-81.7% |
| Participant deferral / active EE | $1,174 | $2,895-59.4% | $3,821-69.3% | $3,952-70.3% |
| Admin fee / account holder | $1,187 | $3,343-64.5% | $3,619-67.2% | $6,260-81.0% |