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 | $7,027 | $82,664-91.5% | $125,339-94.4% | $68,494-89.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -4.35% | -5.97%+1.6pp | 572.05%-576.4pp | -7.84%+3.5pp |
| Employer contribution / active EE | $1,946 | $3,381-42.4% | $4,814-59.6% | $2,596-25.0% |
| Participant deferral / active EE | $3,386 | $6,110-44.6% | $7,446-54.5% | $4,027-15.9% |
| Admin fee / account holder | $422 | $6,275-93.3% | $10,010-95.8% | $5,403-92.2% |