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 | $14,047 | $217,402-93.5% | $185,823-92.4% | $167,490-91.6% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,422 | $5,873-58.8% | $5,167-53.1% | $4,837-49.9% |
| Participant deferral / active EE | $8,782 | $6,356+38.2% | $5,568+57.7% | $6,341+38.5% |
| Admin fee / account holder | $673 | $19,811-96.6% | $16,237-95.9% | $12,309-94.5% |