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 | $6,191 | $92,703-93.3% | $82,719-92.5% | $134,475-95.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -5.53% | 944.92%-950.5pp | 701.18%-706.7pp | 417.96%-423.5pp |
| Employer contribution / active EE | $863 | $3,274-73.6% | $3,009-71.3% | $4,740-81.8% |
| Participant deferral / active EE | $2,268 | $4,802-52.8% | $4,395-48.4% | $6,400-64.6% |
| Admin fee / account holder | $667 | $5,983-88.9% | $5,329-87.5% | $11,426-94.2% |