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 4-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 | $11,858 | $46,674-74.6% | $117,472-89.9% | $68,494-82.7% |
| Participation rate | 83.3% | 56.8%+26.6pp | 70.6%+12.7pp | 67.9%+15.4pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.74%-29.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $739 | $1,505-50.9% | $4,176-82.3% | $2,596-71.6% |
| Participant deferral / active EE | $4,672 | $2,636+77.2% | $4,070+14.8% | $4,027+16.0% |
| Admin fee / account holder | $1,688 | $4,020-58.0% | $5,645-70.1% | $5,403-68.8% |