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 | $4,171 | $97,757-95.7% | $83,848-95.0% | $135,375-96.9% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,613 | $4,222-38.1% | $3,631-28.0% | $4,779-45.3% |
| Participant deferral / active EE | $4,844 | $4,682+3.4% | $4,082+18.7% | $5,609-13.6% |
| Admin fee / account holder | $421 | $6,674-93.7% | $5,478-92.3% | $10,827-96.1% |