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 3-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 | $3,242 | $70,669-95.4% | $169,368-98.1% | $75,163-95.7% |
| Participation rate | 84.8% | 64.8%+20.1pp | 77.1%+7.7pp | 67.2%+17.7pp |
| Annual return | 0.00% | 36.36%-36.4pp | 405.60%-405.6pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,139 | $2,211-48.5% | $4,013-71.6% | $2,670-57.4% |
| Participant deferral / active EE | $2,163 | $4,311-49.8% | $6,221-65.2% | $4,125-47.6% |
| Admin fee / account holder | $483 | $5,402-91.1% | $9,003-94.6% | $5,651-91.5% |