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 | $10,734 | $105,860-89.9% | $90,749-88.2% | $134,475-92.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.38% | -11.01%-7.4pp | -12.16%-6.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,821 | $3,462-18.5% | $2,921-3.4% | $4,740-40.5% |
| Participant deferral / active EE | $4,691 | $5,216-10.1% | $4,564+2.8% | $6,400-26.7% |
| Admin fee / account holder | $2,486 | $13,938-82.2% | $8,445-70.6% | $11,426-78.2% |