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 | $14,681 | $52,519-72.0% | $155,790-90.6% | $59,632-75.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -2.02% | 53.51%-55.5pp | 71.54%-73.6pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,546 | $1,589-2.7% | $3,836-59.7% | $2,203-29.8% |
| Participant deferral / active EE | $1,088 | $3,084-64.7% | $4,797-77.3% | $3,192-65.9% |
| Admin fee / account holder | $3,057 | $3,540-13.6% | $7,478-59.1% | $4,297-28.8% |