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 10-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 | $16,467 | $49,451-66.7% | $79,550-79.3% | $66,914-75.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -8.43% | 84.25%-92.7pp | 0.16%-8.6pp | 1.58%-10.0pp |
| Employer contribution / active EE | $1,996 | $1,266+57.7% | $2,413-17.3% | $2,544-21.6% |
| Participant deferral / active EE | $1,932 | $3,159-38.8% | $3,985-51.5% | $4,237-54.4% |
| Admin fee / account holder | $1,390 | $595+133.8% | $6,832-79.7% | $593+134.3% |