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 | $12,945 | $167,307-92.3% | $143,757-91.0% | $134,475-90.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.98% | 0.46%-5.4pp | -0.04%-4.9pp | 417.96%-422.9pp |
| Employer contribution / active EE | $5,140 | $5,619-8.5% | $4,951+3.8% | $4,740+8.4% |
| Participant deferral / active EE | $10,805 | $6,446+67.6% | $5,637+91.7% | $6,400+68.8% |
| Admin fee / account holder | $5,323 | $18,088-70.6% | $14,673-63.7% | $11,426-53.4% |