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 3-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 | $5,118 | $73,933-93.1% | $96,683-94.7% | $75,163-93.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 0.00% | 26.70%-26.7pp | 35.69%-35.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,837 | $2,928-37.3% | $3,737-50.8% | $2,670-31.2% |
| Participant deferral / active EE | $3,067 | $3,659-16.2% | $4,878-37.1% | $4,125-25.7% |
| Admin fee / account holder | $431 | $5,216-91.7% | $6,730-93.6% | $5,651-92.4% |