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 | $7,004 | $95,193-92.6% | $76,523-90.8% | $135,375-94.8% |
| Participation rate | 94.4% | 74.4%+20.1pp | 68.0%+26.4pp | 82.6%+11.8pp |
| Annual return | -7.25% | 4.85%-12.1pp | -0.27%-7.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,530 | $3,302-53.7% | $2,647-42.2% | $4,779-68.0% |
| Participant deferral / active EE | $2,048 | $4,639-55.9% | $3,835-46.6% | $5,609-63.5% |
| Admin fee / account holder | $4,617 | $6,249-26.1% | $4,848-4.8% | $10,827-57.4% |