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 6-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 | $11,170 | $138,044-91.9% | $125,339-91.1% | $134,475-91.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.51% | 750.33%-751.8pp | 572.05%-573.6pp | 417.96%-419.5pp |
| Employer contribution / active EE | $4,327 | $5,243-17.5% | $4,814-10.1% | $4,740-8.7% |
| Participant deferral / active EE | $6,979 | $7,799-10.5% | $7,446-6.3% | $6,400+9.1% |
| Admin fee / account holder | $6,284 | $11,571-45.7% | $10,010-37.2% | $11,426-45.0% |