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 9-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 | $3,912 | $52,519-92.6% | $155,790-97.5% | $59,632-93.4% |
| Participation rate | 91.7% | 61.7%+30.0pp | 76.1%+15.6pp | 68.7%+23.0pp |
| Annual return | -2.36% | 53.51%-55.9pp | 71.54%-73.9pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $352 | $1,589-77.8% | $3,836-90.8% | $2,203-84.0% |
| Participant deferral / active EE | $1,034 | $3,084-66.5% | $4,797-78.4% | $3,192-67.6% |
| Admin fee / account holder | $523 | $3,540-85.2% | $7,478-93.0% | $4,297-87.8% |