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 10-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 | $7,345 | $197,825-96.3% | $155,790-95.3% | $125,391-94.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | 0.00% | 86.74%-86.7pp | 71.54%-71.5pp | 282.22%-282.2pp |
| Employer contribution / active EE | $2,533 | $4,847-47.7% | $3,836-34.0% | $4,866-47.9% |
| Participant deferral / active EE | $5,250 | $5,630-6.8% | $4,797+9.4% | $5,352-1.9% |
| Admin fee / account holder | $2,882 | $9,545-69.8% | $7,478-61.5% | $9,540-69.8% |