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 | $7,823 | $54,350-85.6% | $82,719-90.5% | $68,494-88.6% |
| Participation rate | 93.4% | 63.9%+29.5pp | 72.6%+20.9pp | 67.9%+25.6pp |
| Annual return | -17.64% | -13.67%-4.0pp | 701.18%-718.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $721 | $2,218-67.5% | $3,009-76.0% | $2,596-72.2% |
| Participant deferral / active EE | $3,042 | $3,246-6.3% | $4,395-30.8% | $4,027-24.5% |
| Admin fee / account holder | $567 | $4,395-87.1% | $5,329-89.4% | $5,403-89.5% |