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 8-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 | $14,127 | $82,664-82.9% | $125,339-88.7% | $68,494-79.4% |
| Participation rate | 82.7% | 75.0%+7.6pp | 82.4%+0.3pp | 67.9%+14.8pp |
| Annual return | -7.76% | -5.97%-1.8pp | 572.05%-579.8pp | -7.84%+0.1pp |
| Employer contribution / active EE | $1,983 | $3,381-41.4% | $4,814-58.8% | $2,596-23.6% |
| Participant deferral / active EE | $3,020 | $6,110-50.6% | $7,446-59.4% | $4,027-25.0% |
| Admin fee / account holder | $349 | $6,275-94.4% | $10,010-96.5% | $5,403-93.5% |