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 | $13,846 | $83,427-83.4% | $115,756-88.0% | $68,494-79.8% |
| Participation rate | 97.4% | 71.9%+25.5pp | 77.1%+20.4pp | 67.9%+29.5pp |
| Annual return | 0.00% | -10.95%+10.9pp | 143.14%-143.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $21,795 | $3,075+608.9% | $3,793+474.7% | $2,596+739.5% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7,627 | $5,708+33.6% | $8,124-6.1% | $5,403+41.2% |