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 | $10,095 | $102,317-90.1% | $146,958-93.1% | $80,856-87.5% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 13.30% | 134.76%-121.5pp | 418.34%-405.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,855 | $3,713-50.0% | $4,933-62.4% | $2,755-32.6% |
| Participant deferral / active EE | $2,948 | $6,644-55.6% | $8,070-63.5% | $4,296-31.4% |
| Admin fee / account holder | $315 | $7,941-96.0% | $12,998-97.6% | $6,918-95.5% |