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 | $12,186 | $105,181-88.4% | $159,436-92.4% | $85,850-85.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $3,880 | $3,318+16.9% | $4,829-19.7% | $2,565+51.2% |
| Participant deferral / active EE | $8,534 | $5,945+43.6% | $7,352+16.1% | $3,952+116.0% |
| Admin fee / account holder | $786 | $6,933-88.7% | $10,799-92.7% | $6,260-87.4% |