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 | $13,223 | $59,107-77.6% | $86,436-84.7% | $68,494-80.7% |
| Participation rate | 95.9% | 75.2%+20.7pp | 80.3%+15.6pp | 67.9%+28.0pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $5,080 | $2,519+101.7% | $3,769+34.8% | $2,596+95.7% |
| Participant deferral / active EE | $9,669 | $5,901+63.9% | $6,952+39.1% | $4,027+140.1% |
| Admin fee / account holder | $891 | $5,637-84.2% | $6,731-86.8% | $5,403-83.5% |