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 | $5,266 | $84,695-93.8% | $73,843-92.9% | $125,391-95.8% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -2.39% | 3123.53%-3125.9pp | 2267.84%-2270.2pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,127 | $3,123-31.9% | $2,787-23.7% | $4,866-56.3% |
| Participant deferral / active EE | $2,609 | $3,992-34.7% | $3,583-27.2% | $5,352-51.2% |
| Admin fee / account holder | $37,567 | $5,691+560.1% | $4,880+669.8% | $9,540+293.8% |