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 6-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 | $5,598 | $104,486-94.6% | $76,817-92.7% | $152,861-96.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 0.00% | 1013.37%-1013.4pp | 1166.11%-1166.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,299 | $3,116-58.3% | $2,302-43.6% | $4,762-72.7% |
| Participant deferral / active EE | $4,330 | $4,236+2.2% | $3,336+29.8% | $5,850-26.0% |
| Admin fee / account holder | $2,071 | $12,275-83.1% | $6,420-67.7% | $11,596-82.1% |