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 8-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 | $6,627 | $95,193-93.0% | $76,523-91.3% | $135,375-95.1% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -8.57% | 4.85%-13.4pp | -0.27%-8.3pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,123 | $3,302-66.0% | $2,647-57.6% | $4,779-76.5% |
| Participant deferral / active EE | $1,374 | $4,639-70.4% | $3,835-64.2% | $5,609-75.5% |
| Admin fee / account holder | $761 | $6,249-87.8% | $4,848-84.3% | $10,827-93.0% |