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 | $9,267 | $105,998-91.3% | $92,233-90.0% | $147,584-93.7% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,912 | $4,333-32.8% | $3,679-20.9% | $4,876-40.3% |
| Participant deferral / active EE | $3,765 | $4,478-15.9% | $3,897-3.4% | $5,439-30.8% |
| Admin fee / account holder | $384 | $6,332-93.9% | $5,194-92.6% | $10,885-96.5% |