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 4-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 | $10,587 | $105,860-90.0% | $90,749-88.3% | $134,475-92.1% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | 0.00% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $7,879 | $3,462+127.6% | $2,921+169.7% | $4,740+66.2% |
| Participant deferral / active EE | $12,653 | $5,216+142.6% | $4,564+177.2% | $6,400+97.7% |
| Admin fee / account holder | $6,415 | $13,938-54.0% | $8,445-24.0% | $11,426-43.9% |