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 | $4,592 | $107,934-95.7% | $91,989-95.0% | $152,861-97.0% |
| Participation rate | 82.6% | 81.2%+1.4pp | 78.6%+4.0pp | 82.4%+0.2pp |
| Annual return | 0.00% | 89.24%-89.2pp | 69.02%-69.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,661 | $4,210-60.5% | $3,452-51.9% | $4,762-65.1% |
| Participant deferral / active EE | $2,420 | $6,364-62.0% | $5,923-59.1% | $5,850-58.6% |
| Admin fee / account holder | $412 | $10,520-96.1% | $7,743-94.7% | $11,596-96.4% |