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 | $13,779 | $190,805-92.8% | $159,960-91.4% | $134,475-89.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.73% | 552.23%-569.0pp | 408.60%-425.3pp | 417.96%-434.7pp |
| Employer contribution / active EE | $4,741 | $4,995-5.1% | $4,226+12.2% | $4,7400% |
| Participant deferral / active EE | $7,380 | $6,923+6.6% | $6,182+19.4% | $6,400+15.3% |
| Admin fee / account holder | $3,879 | $10,471-63.0% | $8,698-55.4% | $11,426-66.1% |