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 10-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 | $9,030 | $54,350-83.4% | $82,719-89.1% | $68,494-86.8% |
| Participation rate | 96.8% | 63.9%+32.9pp | 72.6%+24.2pp | 67.9%+28.9pp |
| Annual return | -15.08% | -13.67%-1.4pp | 701.18%-716.3pp | -7.84%-7.2pp |
| Employer contribution / active EE | $754 | $2,218-66.0% | $3,009-74.9% | $2,596-71.0% |
| Participant deferral / active EE | $1,879 | $3,246-42.1% | $4,395-57.2% | $4,027-53.3% |
| Admin fee / account holder | $1,696 | $4,395-61.4% | $5,329-68.2% | $5,403-68.6% |