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 6-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 | $2,838 | $54,350-94.8% | $82,719-96.6% | $68,494-95.9% |
| Participation rate | 92.6% | 63.9%+28.7pp | 72.6%+20.0pp | 67.9%+24.7pp |
| Annual return | -15.55% | -13.67%-1.9pp | 701.18%-716.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $738 | $2,218-66.7% | $3,009-75.5% | $2,596-71.6% |
| Participant deferral / active EE | $1,137 | $3,246-65.0% | $4,395-74.1% | $4,027-71.8% |
| Admin fee / account holder | $2,172 | $4,395-50.6% | $5,329-59.2% | $5,403-59.8% |