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 10-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 | $12,633 | $99,079-87.2% | $77,999-83.8% | $273,961-95.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.36% | 217.93%-212.6pp | 425.96%-420.6pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,038 | $3,308-68.6% | $2,470-58.0% | $4,869-78.7% |
| Participant deferral / active EE | $1,089 | $4,306-74.7% | $3,497-68.9% | $5,287-79.4% |
| Admin fee / account holder | $3,255 | $8,954-63.6% | $5,480-40.6% | $10,132-67.9% |