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 | $9,698 | $167,307-94.2% | $143,757-93.3% | $134,475-92.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,807 | $5,619-32.3% | $4,951-23.1% | $4,740-19.7% |
| Participant deferral / active EE | $4,272 | $6,446-33.7% | $5,637-24.2% | $6,400-33.3% |
| Admin fee / account holder | $595 | $18,088-96.7% | $14,673-95.9% | $11,426-94.8% |