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 | $19,041 | $56,199-66.1% | $67,652-71.9% | $59,632-68.1% |
| Participation rate | 72.0% | 71.5%+0.5pp | 75.7%-3.7pp | 68.7%+3.3pp |
| Annual return | -0.77% | 18505.31%-18506.1pp | 6625.04%-6625.8pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $1,001 | $1,614-38.0% | $2,266-55.8% | $2,203-54.6% |
| Participant deferral / active EE | $2,361 | $2,844-17.0% | $3,560-33.7% | $3,192-26.0% |
| Admin fee / account holder | $24,321 | $3,958+514.4% | $4,821+404.5% | $4,297+466.0% |