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 | $14,513 | $129,942-88.8% | $104,294-86.1% | $134,475-89.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -12.59% | 42.03%-54.6pp | 24.61%-37.2pp | 417.96%-430.6pp |
| Employer contribution / active EE | $3,339 | $4,184-20.2% | $3,372-1.0% | $4,740-29.6% |
| Participant deferral / active EE | $1,893 | $5,588-66.1% | $4,625-59.1% | $6,400-70.4% |
| Admin fee / account holder | $391 | $9,323-95.8% | $7,339-94.7% | $11,426-96.6% |