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 7-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 | $6,974 | $160,055-95.6% | $140,016-95.0% | $135,375-94.8% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | 0.00% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,503 | $6,420-76.6% | $5,606-73.2% | $4,779-68.6% |
| Participant deferral / active EE | $4,914 | $7,642-35.7% | $6,927-29.1% | $5,609-12.4% |
| Admin fee / account holder | $1,208 | $13,328-90.9% | $10,705-88.7% | $10,827-88.8% |