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 | $2,749 | $92,703-97.0% | $82,719-96.7% | $134,475-98.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,931 | $3,274-10.5% | $3,009-2.6% | $4,740-38.2% |
| Participant deferral / active EE | $4,140 | $4,802-13.8% | $4,395-5.8% | $6,400-35.3% |
| Admin fee / account holder | $917 | $5,983-84.7% | $5,329-82.8% | $11,426-92.0% |