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 | $12,245 | $82,664-85.2% | $125,339-90.2% | $68,494-82.1% |
| Participation rate | 94.7% | 75.0%+19.7pp | 82.4%+12.4pp | 67.9%+26.8pp |
| Annual return | -14.57% | -5.97%-8.6pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,652 | $3,381-21.6% | $4,814-44.9% | $2,596+2.2% |
| Participant deferral / active EE | $5,992 | $6,110-1.9% | $7,446-19.5% | $4,027+48.8% |
| Admin fee / account holder | $4,302 | $6,275-31.5% | $10,010-57.0% | $5,403-20.4% |