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 | $18,360 | $70,587-74.0% | $124,672-85.3% | $85,850-78.6% |
| Participation rate | 77.4% | 64.4%+13.0pp | 74.6%+2.8pp | 69.3%+8.1pp |
| Annual return | 0.00% | 20688.83%-20688.8pp | 5142.93%-5142.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,248 | $1,913-34.8% | $3,324-62.5% | $2,565-51.4% |
| Participant deferral / active EE | $1,238 | $2,969-58.3% | $4,614-73.2% | $3,952-68.7% |
| Admin fee / account holder | $540 | $5,282-89.8% | $7,493-92.8% | $6,260-91.4% |