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 9-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 | $7,194 | $72,404-90.1% | $110,238-93.5% | $64,186-88.8% |
| Participation rate | 94.2% | 73.3%+20.9pp | 79.8%+14.4pp | 69.6%+24.6pp |
| Annual return | -6.85% | -6.29%-0.6pp | 314.74%-321.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $747 | $2,282-67.3% | $3,826-80.5% | $2,381-68.6% |
| Participant deferral / active EE | $2,036 | $3,469-41.3% | $4,672-56.4% | $3,470-41.3% |
| Admin fee / account holder | $1,221 | $5,664-78.4% | $8,547-85.7% | $4,888-75.0% |