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 | $9,071 | $99,640-90.9% | $86,436-89.5% | $134,475-93.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -10.25% | 6782.58%-6792.8pp | 4394.89%-4405.1pp | 417.96%-428.2pp |
| Employer contribution / active EE | $5,009 | $4,400+13.8% | $3,769+32.9% | $4,740+5.7% |
| Participant deferral / active EE | $11,203 | $7,246+54.6% | $6,952+61.2% | $6,400+75.1% |
| Admin fee / account holder | $3,925 | $8,371-53.1% | $6,731-41.7% | $11,426-65.6% |