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 3-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 | $11,199 | $197,825-94.3% | $155,790-92.8% | $125,391-91.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | -3.19% | 86.74%-89.9pp | 71.54%-74.7pp | 282.22%-285.4pp |
| Employer contribution / active EE | $651 | $4,847-86.6% | $3,836-83.0% | $4,866-86.6% |
| Participant deferral / active EE | $1,725 | $5,630-69.4% | $4,797-64.0% | $5,352-67.8% |
| Admin fee / account holder | $665 | $9,545-93.0% | $7,478-91.1% | $9,540-93.0% |