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 | $11,806 | $57,354-79.4% | $83,848-85.9% | $64,186-81.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.34% | 11.38%-16.7pp | 850.88%-856.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,589 | $2,545+41.0% | $3,631-1.2% | $2,381+50.7% |
| Participant deferral / active EE | $3,536 | $2,993+18.1% | $4,082-13.4% | $3,470+1.9% |
| Admin fee / account holder | $3,407 | $4,046-15.8% | $5,478-37.8% | $4,888-30.3% |