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 | $10,572 | $82,664-87.2% | $125,339-91.6% | $68,494-84.6% |
| Participation rate | 87.8% | 75.0%+12.8pp | 82.4%+5.4pp | 67.9%+19.9pp |
| Annual return | 73.42% | -5.97%+79.4pp | 572.05%-498.6pp | -7.84%+81.3pp |
| Employer contribution / active EE | $2,172 | $3,381-35.8% | $4,814-54.9% | $2,596-16.3% |
| Participant deferral / active EE | $5,148 | $6,110-15.7% | $7,446-30.9% | $4,027+27.8% |
| Admin fee / account holder | $395 | $6,275-93.7% | $10,010-96.1% | $5,403-92.7% |