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 | $18,251 | $131,829-86.2% | $108,579-83.2% | $273,961-93.3% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,011 | $4,912-59.1% | $3,758-46.5% | $4,869-58.7% |
| Participant deferral / active EE | $3,014 | $5,127-41.2% | $4,311-30.1% | $5,287-43.0% |
| Admin fee / account holder | $1,227 | $10,252-88.0% | $7,645-83.9% | $10,132-87.9% |