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 7-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 | $9,168 | $100,754-90.9% | $86,677-89.4% | $134,475-93.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.45% | 29.04%-43.5pp | 35.91%-50.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,206 | $3,489-36.8% | $2,836-22.2% | $4,740-53.5% |
| Participant deferral / active EE | $5,534 | $5,338+3.7% | $4,656+18.9% | $6,400-13.5% |
| Admin fee / account holder | $325 | $10,926-97.0% | $7,493-95.7% | $11,426-97.2% |