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 | $15,338 | $82,664-81.4% | $125,339-87.8% | $68,494-77.6% |
| Participation rate | 93.2% | 75.0%+18.1pp | 82.4%+10.8pp | 67.9%+25.3pp |
| Annual return | -14.31% | -5.97%-8.3pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,318 | $3,381-31.4% | $4,814-51.8% | $2,596-10.7% |
| Participant deferral / active EE | $2,760 | $6,110-54.8% | $7,446-62.9% | $4,027-31.5% |
| Admin fee / account holder | $594 | $6,275-90.5% | $10,010-94.1% | $5,403-89.0% |