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 | $8,623 | $129,942-93.4% | $104,294-91.7% | $134,475-93.6% |
| Participation rate | 81.8% | 79.5%+2.3pp | 73.3%+8.6pp | 81.2%+0.6pp |
| Annual return | -18.09% | 42.03%-60.1pp | 24.61%-42.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,339 | $4,184-68.0% | $3,372-60.3% | $4,740-71.8% |
| Participant deferral / active EE | $1,897 | $5,588-66.1% | $4,625-59.0% | $6,400-70.4% |
| Admin fee / account holder | $1,450 | $9,323-84.5% | $7,339-80.2% | $11,426-87.3% |