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 | $9,488 | $190,805-95.0% | $159,960-94.1% | $134,475-92.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.89% | 552.23%-566.1pp | 408.60%-422.5pp | 417.96%-431.9pp |
| Employer contribution / active EE | $4,060 | $4,995-18.7% | $4,226-3.9% | $4,740-14.3% |
| Participant deferral / active EE | $6,693 | $6,923-3.3% | $6,182+8.3% | $6,400+4.6% |
| Admin fee / account holder | $1,487 | $10,471-85.8% | $8,698-82.9% | $11,426-87.0% |