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 | $7,146 | $54,350-86.9% | $82,719-91.4% | $68,494-89.6% |
| Participation rate | 92.6% | 63.9%+28.7pp | 72.6%+20.1pp | 67.9%+24.8pp |
| Annual return | -16.75% | -13.67%-3.1pp | 701.18%-717.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,642 | $3,246-18.6% | $4,395-39.9% | $4,027-34.4% |
| Admin fee / account holder | $716 | $4,395-83.7% | $5,329-86.6% | $5,403-86.8% |