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 5-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 | $14,134 | $69,763-79.7% | $67,502-79.1% | $74,495-81.0% |
| Participation rate | 84.3% | 71.4%+13.0pp | 72.9%+11.4pp | 67.2%+17.1pp |
| Annual return | 13.49% | -40.34%+53.8pp | 3512.12%-3498.6pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,513 | $2,704-44.0% | $2,731-44.6% | $2,623-42.3% |
| Participant deferral / active EE | $2,989 | $3,636-17.8% | $4,000-25.3% | $4,346-31.2% |
| Admin fee / account holder | $4,593 | $896+412.7% | $3,998+14.9% | $1,942+136.5% |