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 6-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 | $7,761 | $105,860-92.7% | $90,749-91.4% | $134,475-94.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.49% | -11.01%-3.5pp | -12.16%-2.3pp | 417.96%-432.5pp |
| Employer contribution / active EE | $8,410 | $3,462+142.9% | $2,921+187.9% | $4,740+77.4% |
| Participant deferral / active EE | $12,608 | $5,216+141.7% | $4,564+176.2% | $6,400+97.0% |
| Admin fee / account holder | $1,885 | $13,938-86.5% | $8,445-77.7% | $11,426-83.5% |