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 4-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 | $14,619 | $100,754-85.5% | $86,677-83.1% | $134,475-89.1% |
| Participation rate | 73.3% | 78.9%-5.6pp | 76.6%-3.2pp | 81.2%-7.9pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $5,065 | $3,489+45.2% | $2,836+78.6% | $4,740+6.9% |
| Participant deferral / active EE | $3,148 | $5,338-41.0% | $4,656-32.4% | $6,400-50.8% |
| Admin fee / account holder | $382 | $10,926-96.5% | $7,493-94.9% | $11,426-96.7% |