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 | $4,232 | $53,162-92.0% | $91,220-95.4% | $68,494-93.8% |
| Participation rate | 88.0% | 63.2%+24.8pp | 73.2%+14.8pp | 67.9%+20.2pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.01%-114.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $5,190 | $1,709+203.6% | $2,850+82.1% | $2,596+99.9% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,027-100.0% |
| Admin fee / account holder | $849 | $4,493-81.1% | $5,420-84.3% | $5,403-84.3% |