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 | $8,308 | $52,519-84.2% | $155,790-94.7% | $59,632-86.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -1.53% | 53.51%-55.0pp | 71.54%-73.1pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $3,374 | $1,589+112.3% | $3,836-12.0% | $2,203+53.2% |
| Participant deferral / active EE | $1,770 | $3,084-42.6% | $4,797-63.1% | $3,192-44.5% |
| Admin fee / account holder | $643 | $3,540-81.8% | $7,478-91.4% | $4,297-85.0% |