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 | $9,975 | $44,850-77.8% | $60,547-83.5% | $59,632-83.3% |
| Participation rate | 86.7% | 59.5%+27.2pp | 68.0%+18.7pp | 68.7%+18.0pp |
| Annual return | -1.32% | 1074.14%-1075.5pp | 335.64%-337.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,991 | $1,462+36.2% | $2,419-17.7% | $2,203-9.6% |
| Participant deferral / active EE | $2,109 | $2,230-5.4% | $3,328-36.6% | $3,192-33.9% |
| Admin fee / account holder | $606 | $3,635-83.3% | $4,536-86.6% | $4,297-85.9% |