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 | $14,866 | $82,664-82.0% | $125,339-88.1% | $68,494-78.3% |
| Participation rate | 93.8% | 75.0%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -18.56% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,654 | $6,110-56.6% | $7,446-64.4% | $4,027-34.1% |
| Admin fee / account holder | $795 | $6,275-87.3% | $10,010-92.1% | $5,403-85.3% |