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 9-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 | $23,109 | $198,466-88.4% | $170,442-86.4% | $147,584-84.3% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,643 | $6,184-73.4% | $5,433-69.8% | $4,876-66.3% |
| Participant deferral / active EE | $4,143 | $5,629-26.4% | $4,939-16.1% | $5,439-23.8% |
| Admin fee / account holder | $479 | $16,852-97.2% | $13,880-96.5% | $10,885-95.6% |