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 8-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 | $5,254 | $93,024-94.4% | $77,024-93.2% | $134,475-96.1% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -13.50% | 62.60%-76.1pp | 42.32%-55.8pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,042 | $3,418-40.3% | $2,812-27.4% | $4,740-56.9% |
| Participant deferral / active EE | $1,988 | $5,238-62.0% | $4,426-55.1% | $6,400-68.9% |
| Admin fee / account holder | $1,648 | $6,944-76.3% | $5,425-69.6% | $11,426-85.6% |