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 | $4,173 | $129,942-96.8% | $104,294-96.0% | $134,475-96.9% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -19.45% | 42.03%-61.5pp | 24.61%-44.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,527 | $4,184-63.5% | $3,372-54.7% | $4,740-67.8% |
| Participant deferral / active EE | $1,973 | $5,588-64.7% | $4,625-57.3% | $6,400-69.2% |
| Admin fee / account holder | $3,763 | $9,323-59.6% | $7,339-48.7% | $11,426-67.1% |