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 | $10,977 | $138,044-92.0% | $125,339-91.2% | $134,475-91.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.77% | 750.33%-764.1pp | 572.05%-585.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,620 | $5,243-50.0% | $4,814-45.6% | $4,740-44.7% |
| Participant deferral / active EE | $6,563 | $7,799-15.8% | $7,446-11.9% | $6,400+2.6% |
| Admin fee / account holder | $2,590 | $11,571-77.6% | $10,010-74.1% | $11,426-77.3% |