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 | $11,528 | $95,971-88.0% | $74,550-84.5% | $135,375-91.5% |
| Participation rate | 92.9% | 75.7%+17.2pp | 69.1%+23.7pp | 82.6%+10.2pp |
| Annual return | -4.92% | 56.96%-61.9pp | 32.53%-37.4pp | 519.73%-524.7pp |
| Employer contribution / active EE | $770 | $2,716-71.7% | $1,961-60.8% | $4,779-83.9% |
| Participant deferral / active EE | $2,195 | $3,843-42.9% | $3,108-29.4% | $5,609-60.9% |
| Admin fee / account holder | $1,706 | $6,522-73.8% | $5,060-66.3% | $10,827-84.2% |