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 | $3,187 | $64,324-95.0% | $118,925-97.3% | $79,858-96.0% |
| Participation rate | 97.3% | 64.9%+32.5pp | 75.4%+22.0pp | 69.6%+27.7pp |
| Annual return | 0.00% | 86.45%-86.4pp | 35.88%-35.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,325 | $1,836-27.8% | $3,263-59.4% | $2,471-46.4% |
| Participant deferral / active EE | $1,905 | $2,824-32.5% | $4,265-55.3% | $3,740-49.1% |
| Admin fee / account holder | $468 | $4,040-88.4% | $6,581-92.9% | $5,306-91.2% |