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 | $16,338 | $95,971-83.0% | $74,550-78.1% | $135,375-87.9% |
| Participation rate | 82.6% | 75.7%+7.0pp | 69.1%+13.5pp | 82.6%0pp |
| Annual return | -7.25% | 56.96%-64.2pp | 32.53%-39.8pp | 519.73%-527.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,445 | $3,843-62.4% | $3,108-53.5% | $5,609-74.2% |
| Admin fee / account holder | $658 | $6,522-89.9% | $5,060-87.0% | $10,827-93.9% |