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 5-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 | $7,456 | $54,350-86.3% | $82,719-91.0% | $68,494-89.1% |
| Participation rate | 89.5% | 63.9%+25.6pp | 72.6%+16.9pp | 67.9%+21.6pp |
| Annual return | -9.59% | -13.67%+4.1pp | 701.18%-710.8pp | -7.84%-1.7pp |
| Employer contribution / active EE | $633 | $2,218-71.5% | $3,009-79.0% | $2,596-75.6% |
| Participant deferral / active EE | $1,331 | $3,246-59.0% | $4,395-69.7% | $4,027-66.9% |
| Admin fee / account holder | $438 | $4,395-90.0% | $5,329-91.8% | $5,403-91.9% |