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 | $7,536 | $106,543-92.9% | $91,220-91.7% | $134,475-94.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.47% | 160.60%-180.1pp | 114.01%-133.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $763 | $3,331-77.1% | $2,850-73.2% | $4,740-83.9% |
| Participant deferral / active EE | $2,577 | $4,719-45.4% | $4,234-39.1% | $6,400-59.7% |
| Admin fee / account holder | $652 | $6,231-89.5% | $5,420-88.0% | $11,426-94.3% |