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 | $12,492 | $138,044-91.0% | $125,339-90.0% | $134,475-90.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.15% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,152 | $5,243-39.9% | $4,814-34.5% | $4,740-33.5% |
| Participant deferral / active EE | $6,207 | $7,799-20.4% | $7,446-16.6% | $6,400-3.0% |
| Admin fee / account holder | $2,476 | $11,571-78.6% | $10,010-75.3% | $11,426-78.3% |