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 | $4,508 | $82,664-94.5% | $125,339-96.4% | $68,494-93.4% |
| Participation rate | 94.3% | 75.0%+19.2pp | 82.4%+11.9pp | 67.9%+26.4pp |
| Annual return | -8.20% | -5.97%-2.2pp | 572.05%-580.2pp | -7.84%-0.4pp |
| Employer contribution / active EE | $2,052 | $3,381-39.3% | $4,814-57.4% | $2,596-20.9% |
| Participant deferral / active EE | $2,547 | $6,110-58.3% | $7,446-65.8% | $4,027-36.8% |
| Admin fee / account holder | $380 | $6,275-93.9% | $10,010-96.2% | $5,403-93.0% |