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 | $14,286 | $45,566-68.6% | $64,105-77.7% | $59,632-76.0% |
| Participation rate | 94.4% | 60.2%+34.3pp | 68.2%+26.3pp | 68.7%+25.8pp |
| Annual return | -1.04% | 4.95%-6.0pp | 791.24%-792.3pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $2,079 | $934+122.6% | $1,820+14.3% | $2,203-5.6% |
| Participant deferral / active EE | $2,215 | $2,057+7.7% | $2,822-21.5% | $3,192-30.6% |
| Admin fee / account holder | $5,398 | $3,268+65.2% | $4,499+20.0% | $4,297+25.6% |