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 | $8,093 | $54,350-85.1% | $82,719-90.2% | $68,494-88.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.96% | -13.67%-1.3pp | 701.18%-716.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,486 | $2,218-33.0% | $3,009-50.6% | $2,596-42.7% |
| Participant deferral / active EE | $2,326 | $3,246-28.3% | $4,395-47.1% | $4,027-42.2% |
| Admin fee / account holder | $1,050 | $4,395-76.1% | $5,329-80.3% | $5,403-80.6% |