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 5-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 | $10,085 | $64,707-84.4% | $112,228-91.0% | $68,494-85.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 49.10% | -11.40%+60.5pp | 27.45%+21.6pp | -7.84%+56.9pp |
| Employer contribution / active EE | $27,686 | $2,746+908.3% | $3,635+661.7% | $2,596+966.4% |
| Participant deferral / active EE | $1,519 | $3,565-57.4% | $4,728-67.9% | $4,027-62.3% |
| Admin fee / account holder | $5,189 | $5,232-0.8% | $6,410-19.1% | $5,403-4.0% |