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 | $5,095 | $115,708-95.6% | $65,255-92.2% | $139,434-96.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 31.19%-31.2pp | 47.35%-47.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,099 | $2,599-57.7% | $1,691-35.0% | $4,751-76.9% |
| Participant deferral / active EE | $4,528 | $4,240+6.8% | $2,831+59.9% | $6,710-32.5% |
| Admin fee / account holder | $1,067 | $6,698-84.1% | $4,112-74.1% | $11,403-90.6% |