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 10-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 | $2,721 | $54,350-95.0% | $82,719-96.7% | $68,494-96.0% |
| Participation rate | 71.1% | 63.9%+7.1pp | 72.6%-1.5pp | 67.9%+3.2pp |
| Annual return | -12.81% | -13.67%+0.9pp | 701.18%-714.0pp | -7.84%-5.0pp |
| Employer contribution / active EE | $421 | $2,218-81.0% | $3,009-86.0% | $2,596-83.8% |
| Participant deferral / active EE | $991 | $3,246-69.5% | $4,395-77.5% | $4,027-75.4% |
| Admin fee / account holder | $3,494 | $4,395-20.5% | $5,329-34.4% | $5,403-35.3% |