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 7-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 | $5,406 | $99,640-94.6% | $86,436-93.7% | $134,475-96.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.61% | 6782.58%-6802.2pp | 4394.89%-4414.5pp | 417.96%-437.6pp |
| Employer contribution / active EE | $852 | $4,400-80.6% | $3,769-77.4% | $4,740-82.0% |
| Participant deferral / active EE | $3,210 | $7,246-55.7% | $6,952-53.8% | $6,400-49.8% |
| Admin fee / account holder | $1,310 | $8,371-84.3% | $6,731-80.5% | $11,426-88.5% |