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 | $12,188 | $91,538-86.7% | $129,995-90.6% | $75,163-83.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.08% | -631.11%+646.2pp | -137.18%+152.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,740 | $2,845-3.7% | $4,320-36.6% | $2,670+2.6% |
| Participant deferral / active EE | $2,614 | $4,341-39.8% | $5,820-55.1% | $4,125-36.6% |
| Admin fee / account holder | $6,008 | $6,790-11.5% | $10,614-43.4% | $5,651+6.3% |