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 | $10,338 | $82,664-87.5% | $125,339-91.8% | $68,494-84.9% |
| Participation rate | 92.7% | 75.0%+17.6pp | 82.4%+10.3pp | 67.9%+24.8pp |
| Annual return | -14.05% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,181 | $3,381-35.5% | $4,814-54.7% | $2,596-16.0% |
| Participant deferral / active EE | $3,474 | $6,110-43.1% | $7,446-53.3% | $4,027-13.7% |
| Admin fee / account holder | $2,572 | $6,275-59.0% | $10,010-74.3% | $5,403-52.4% |