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 | $14,469 | $82,664-82.5% | $125,339-88.5% | $68,494-78.9% |
| Participation rate | 94.6% | 75.0%+19.6pp | 82.4%+12.2pp | 67.9%+26.7pp |
| Annual return | -10.31% | -5.97%-4.3pp | 572.05%-582.4pp | -7.84%-2.5pp |
| Employer contribution / active EE | $4,199 | $3,381+24.2% | $4,814-12.8% | $2,596+61.7% |
| Participant deferral / active EE | $8,367 | $6,110+36.9% | $7,446+12.4% | $4,027+107.8% |
| Admin fee / account holder | $1,054 | $6,275-83.2% | $10,010-89.5% | $5,403-80.5% |