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 | $17,358 | $82,664-79.0% | $125,339-86.2% | $68,494-74.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.09% | -5.97%-7.1pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $4,939 | $3,381+46.1% | $4,814+2.6% | $2,596+90.2% |
| Participant deferral / active EE | $3,170 | $6,110-48.1% | $7,446-57.4% | $4,027-21.3% |
| Admin fee / account holder | $2,499 | $6,275-60.2% | $10,010-75.0% | $5,403-53.7% |