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 9-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 | $9,363 | $52,519-82.2% | $155,790-94.0% | $59,632-84.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -2.44% | 53.51%-55.9pp | 71.54%-74.0pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $3,864 | $1,589+143.2% | $3,836+0.7% | $2,203+75.4% |
| Participant deferral / active EE | $2,155 | $3,084-30.1% | $4,797-55.1% | $3,192-32.5% |
| Admin fee / account holder | $401 | $3,540-88.7% | $7,478-94.6% | $4,297-90.7% |