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 5-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 | $14,792 | $82,664-82.1% | $125,339-88.2% | $68,494-78.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -4.99% | -5.97%+1.0pp | 572.05%-577.0pp | -7.84%+2.9pp |
| Employer contribution / active EE | $2,734 | $3,381-19.1% | $4,814-43.2% | $2,596+5.3% |
| Participant deferral / active EE | $7,905 | $6,110+29.4% | $7,446+6.2% | $4,027+96.3% |
| Admin fee / account holder | $1,920 | $6,275-69.4% | $10,010-80.8% | $5,403-64.5% |