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 5-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 | $7,095 | $167,307-95.8% | $143,757-95.1% | $134,475-94.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.74% | 0.46%-1.2pp | -0.04%-0.7pp | 417.96%-418.7pp |
| Employer contribution / active EE | $1,177 | $5,619-79.1% | $4,951-76.2% | $4,740-75.2% |
| Participant deferral / active EE | $2,204 | $6,446-65.8% | $5,637-60.9% | $6,400-65.6% |
| Admin fee / account holder | $196,193 | $18,088+984.6% | $14,673+1237.1% | $11,426+1617.1% |