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 | $12,245 | $86,286-85.8% | $111,297-89.0% | $85,850-85.7% |
| Participation rate | 80.6% | 73.3%+7.3pp | 77.3%+3.3pp | 69.3%+11.3pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.65%-54.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,996 | $2,043-2.3% | $2,731-26.9% | $2,565-22.2% |
| Participant deferral / active EE | $5,598 | $3,641+53.8% | $4,487+24.7% | $3,952+41.7% |
| Admin fee / account holder | $1,644 | $8,188-79.9% | $7,964-79.4% | $6,260-73.7% |