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 | $5,172 | $54,350-90.5% | $82,719-93.7% | $68,494-92.4% |
| Participation rate | 96.2% | 63.9%+32.2pp | 72.6%+23.6pp | 67.9%+28.3pp |
| Annual return | -16.09% | -13.67%-2.4pp | 701.18%-717.3pp | -7.84%-8.2pp |
| Employer contribution / active EE | $912 | $2,218-58.9% | $3,009-69.7% | $2,596-64.9% |
| Participant deferral / active EE | $1,438 | $3,246-55.7% | $4,395-67.3% | $4,027-64.3% |
| Admin fee / account holder | $632 | $4,395-85.6% | $5,329-88.1% | $5,403-88.3% |