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 | $12,526 | $91,538-86.3% | $129,995-90.4% | $75,163-83.3% |
| Participation rate | 81.5% | 71.4%+10.0pp | 78.5%+3.0pp | 67.2%+14.3pp |
| Annual return | 0.00% | -631.11%+631.1pp | -137.18%+137.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,996 | $2,845-29.8% | $4,320-53.8% | $2,670-25.2% |
| Participant deferral / active EE | $4,679 | $4,341+7.8% | $5,820-19.6% | $4,125+13.4% |
| Admin fee / account holder | $827 | $6,790-87.8% | $10,614-92.2% | $5,651-85.4% |