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 | $14,408 | $95,971-85.0% | $74,550-80.7% | $135,375-89.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.65% | 56.96%-59.6pp | 32.53%-35.2pp | 519.73%-522.4pp |
| Employer contribution / active EE | $399 | $2,716-85.3% | $1,961-79.6% | $4,779-91.6% |
| Participant deferral / active EE | $1,209 | $3,843-68.5% | $3,108-61.1% | $5,609-78.4% |
| Admin fee / account holder | $5,546 | $6,522-15.0% | $5,060+9.6% | $10,827-48.8% |