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 | $10,892 | $82,630-86.8% | $64,105-83.0% | $125,391-91.3% |
| Participation rate | 86.7% | 75.9%+10.8pp | 68.2%+18.5pp | 83.2%+3.5pp |
| Annual return | -1.07% | 1489.72%-1490.8pp | 791.24%-792.3pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,510 | $2,671-43.5% | $1,820-17.0% | $4,866-69.0% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,151 | $6,382-82.0% | $4,499-74.4% | $9,540-87.9% |