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 | $14,891 | $105,860-85.9% | $90,749-83.6% | $134,475-88.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.21% | -11.01%-7.2pp | -12.16%-6.0pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,521 | $3,462-56.1% | $2,921-47.9% | $4,740-67.9% |
| Participant deferral / active EE | $4,654 | $5,216-10.8% | $4,564+2.0% | $6,400-27.3% |
| Admin fee / account holder | $1,646 | $13,938-88.2% | $8,445-80.5% | $11,426-85.6% |