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 | $11,662 | $45,152-74.2% | $73,843-84.2% | $59,632-80.4% |
| Participation rate | 77.4% | 64.0%+13.4pp | 73.4%+4.0pp | 68.7%+8.7pp |
| Annual return | -0.09% | 27.40%-27.5pp | 2267.84%-2267.9pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $3,171 | $1,902+66.7% | $2,787+13.8% | $2,203+44.0% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,818 | $3,516+8.6% | $4,880-21.8% | $4,297-11.1% |