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 | $9,359 | $82,664-88.7% | $125,339-92.5% | $68,494-86.3% |
| Participation rate | 86.7% | 75.0%+11.6pp | 82.4%+4.3pp | 67.9%+18.8pp |
| Annual return | -8.86% | -5.97%-2.9pp | 572.05%-580.9pp | -7.84%-1.0pp |
| Employer contribution / active EE | $2,239 | $3,381-33.8% | $4,814-53.5% | $2,596-13.8% |
| Participant deferral / active EE | $5,027 | $6,110-17.7% | $7,446-32.5% | $4,027+24.8% |
| Admin fee / account holder | $2,558 | $6,275-59.2% | $10,010-74.4% | $5,403-52.7% |