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 9-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 | $9,997 | $133,958-92.5% | $112,228-91.1% | $134,475-92.6% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.1%+6.2pp | 81.2%0pp |
| Annual return | -19.98% | 47.11%-67.1pp | 27.45%-47.4pp | 417.96%-437.9pp |
| Employer contribution / active EE | $3,963 | $4,038-1.9% | $3,635+9.0% | $4,740-16.4% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,947 | $7,489-47.3% | $6,410-38.4% | $11,426-65.5% |