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 | $13,630 | $69,010-80.2% | $159,960-91.5% | $68,494-80.1% |
| Participation rate | 97.5% | 65.4%+32.1pp | 78.0%+19.5pp | 67.9%+29.6pp |
| Annual return | -7.56% | -9.65%+2.1pp | 408.60%-416.2pp | -7.84%+0.3pp |
| Employer contribution / active EE | $690 | $2,213-68.8% | $4,226-83.7% | $2,596-73.4% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,182-100.0% | $4,027-100.0% |
| Admin fee / account holder | $833 | $4,798-82.6% | $8,698-90.4% | $5,403-84.6% |