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 | $5,502 | $63,861-91.4% | $104,607-94.7% | $79,858-93.1% |
| Participation rate | 91.3% | 64.9%+26.4pp | 74.1%+17.2pp | 69.6%+21.7pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.46%-340.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $299 | $1,588-81.2% | $2,681-88.8% | $2,471-87.9% |
| Participant deferral / active EE | $2,159 | $2,693-19.8% | $3,740-42.3% | $3,740-42.3% |
| Admin fee / account holder | $963 | $4,185-77.0% | $6,473-85.1% | $5,306-81.9% |