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 6-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 | $10,390 | $133,958-92.2% | $112,228-90.7% | $134,475-92.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.15% | 47.11%-67.3pp | 27.45%-47.6pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,877 | $4,038-53.5% | $3,635-48.4% | $4,740-60.4% |
| Participant deferral / active EE | $7,283 | $5,291+37.7% | $4,728+54.0% | $6,400+13.8% |
| Admin fee / account holder | $319 | $7,489-95.7% | $6,410-95.0% | $11,426-97.2% |