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 | $10,504 | $142,344-92.6% | $119,609-91.2% | $134,475-92.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.03% | -12.44%-6.6pp | -14.97%-4.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,723 | $5,222-67.0% | $4,232-59.3% | $4,740-63.6% |
| Participant deferral / active EE | $2,053 | $6,469-68.3% | $5,602-63.4% | $6,400-67.9% |
| Admin fee / account holder | $719 | $13,584-94.7% | $10,323-93.0% | $11,426-93.7% |