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 | $7,874 | $142,344-94.5% | $119,609-93.4% | $134,475-94.1% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.3%+15.2pp | 81.2%+13.2pp |
| Annual return | -19.57% | -12.44%-7.1pp | -14.97%-4.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,355 | $5,222-54.9% | $4,232-44.4% | $4,740-50.3% |
| Participant deferral / active EE | $9,015 | $6,469+39.4% | $5,602+60.9% | $6,400+40.9% |
| Admin fee / account holder | $6,970 | $13,584-48.7% | $10,323-32.5% | $11,426-39.0% |