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 | $14,420 | $129,942-88.9% | $104,294-86.2% | $134,475-89.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -6.71% | 42.03%-48.7pp | 24.61%-31.3pp | 417.96%-424.7pp |
| Employer contribution / active EE | $2,775 | $4,184-33.7% | $3,372-17.7% | $4,740-41.4% |
| Participant deferral / active EE | $7,020 | $5,588+25.6% | $4,625+51.8% | $6,400+9.7% |
| Admin fee / account holder | $320 | $9,323-96.6% | $7,339-95.6% | $11,426-97.2% |