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 | $11,264 | $82,664-86.4% | $125,339-91.0% | $68,494-83.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -7.75% | -5.97%-1.8pp | 572.05%-579.8pp | -7.84%+0.1pp |
| Employer contribution / active EE | $4,898 | $3,381+44.9% | $4,814+1.8% | $2,596+88.7% |
| Participant deferral / active EE | $9,190 | $6,110+50.4% | $7,446+23.4% | $4,027+128.2% |
| Admin fee / account holder | $2,715 | $6,275-56.7% | $10,010-72.9% | $5,403-49.8% |