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 8-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 | $9,305 | $90,600-89.7% | $79,464-88.3% | $135,375-93.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.51% | 977.43%-983.9pp | 718.14%-724.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $686 | $3,068-77.7% | $2,800-75.5% | $4,779-85.7% |
| Participant deferral / active EE | $5,823 | $4,050+43.8% | $3,704+57.2% | $5,609+3.8% |
| Admin fee / account holder | $2,417 | $5,907-59.1% | $5,113-52.7% | $10,827-77.7% |