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 8-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 | $876 | $70,756-98.8% | $65,493-98.7% | $142,382-99.4% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 0.00% | 1754.89%-1754.9pp | 982.45%-982.4pp | 217.08%-217.1pp |
| Employer contribution / active EE | $348 | $2,881-87.9% | $2,574-86.5% | $4,299-91.9% |
| Participant deferral / active EE | $2,338 | $4,637-49.6% | $3,961-41.0% | $6,507-64.1% |
| Admin fee / account holder | $2,764 | $6,559-57.9% | $5,028-45.0% | $12,624-78.1% |