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 6-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 | $7,802 | $167,307-95.3% | $143,757-94.6% | $134,475-94.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.20% | 0.46%-9.7pp | -0.04%-9.2pp | 417.96%-427.2pp |
| Employer contribution / active EE | $3,304 | $5,619-41.2% | $4,951-33.3% | $4,740-30.3% |
| Participant deferral / active EE | $9,394 | $6,446+45.7% | $5,637+66.6% | $6,400+46.8% |
| Admin fee / account holder | $10,991 | $18,088-39.2% | $14,673-25.1% | $11,426-3.8% |