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 5-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 | $12,761 | $138,044-90.8% | $125,339-89.8% | $134,475-90.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.53% | 750.33%-761.9pp | 572.05%-583.6pp | 417.96%-429.5pp |
| Employer contribution / active EE | $6,121 | $5,243+16.7% | $4,814+27.2% | $4,740+29.1% |
| Participant deferral / active EE | $10,632 | $7,799+36.3% | $7,446+42.8% | $6,400+66.1% |
| Admin fee / account holder | $3,392 | $11,571-70.7% | $10,010-66.1% | $11,426-70.3% |