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 8-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 | $7,880 | $57,828-86.4% | $117,039-93.3% | $70,131-88.8% |
| Participation rate | 80.6% | 67.1%+13.5pp | 77.2%+3.5pp | 69.5%+11.1pp |
| Annual return | 0.00% | 17.55%-17.6pp | 18.95%-18.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,899 | $1,816+4.6% | $3,785-49.8% | $2,342-18.9% |
| Participant deferral / active EE | $2,610 | $2,438+7.1% | $3,929-33.6% | $3,332-21.7% |
| Admin fee / account holder | $312 | $3,548-91.2% | $5,974-94.8% | $4,645-93.3% |