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 | $10,108 | $75,828-86.7% | $147,614-93.2% | $59,632-83.0% |
| Participation rate | 80.3% | 71.6%+8.8pp | 84.6%-4.3pp | 68.7%+11.7pp |
| Annual return | -1.03% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $598 | $3,485-82.8% | $5,564-89.3% | $2,203-72.9% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $912 | $5,985-84.8% | $11,611-92.1% | $4,297-78.8% |