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 | $5,202 | $104,664-95.0% | $85,682-93.9% | $167,490-96.9% |
| Participation rate | 77.8% | 76.4%+1.4pp | 69.9%+7.9pp | 82.1%-4.3pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,151 | $3,337-35.5% | $2,618-17.8% | $4,837-55.5% |
| Participant deferral / active EE | $2,416 | $4,824-49.9% | $3,923-38.4% | $6,341-61.9% |
| Admin fee / account holder | $1,275 | $10,032-87.3% | $6,873-81.4% | $12,309-89.6% |