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 7-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 | $10,206 | $84,695-87.9% | $73,843-86.2% | $125,391-91.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.67% | 3123.53%-3124.2pp | 2267.84%-2268.5pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,272 | $3,123-27.3% | $2,787-18.5% | $4,866-53.3% |
| Participant deferral / active EE | $1,974 | $3,992-50.6% | $3,583-44.9% | $5,352-63.1% |
| Admin fee / account holder | $2,158 | $5,691-62.1% | $4,880-55.8% | $9,540-77.4% |