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 | $12,651 | $76,000-83.4% | $154,107-91.8% | $64,186-80.3% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -4.98% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,886 | $3,351-13.9% | $5,298-45.5% | $2,381+21.2% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,350 | $5,596-75.9% | $13,411-89.9% | $4,888-72.4% |