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 5-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 | $14,136 | $165,335-91.5% | $149,696-90.6% | $158,922-91.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,945 | $5,103-42.3% | $4,644-36.6% | $4,761-38.1% |
| Participant deferral / active EE | $7,398 | $7,181+3.0% | $6,842+8.1% | $5,982+23.7% |
| Admin fee / account holder | $2,488 | $10,807-77.0% | $9,309-73.3% | $11,246-77.9% |