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 10-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 | $5,954 | $67,331-91.2% | $60,874-90.2% | $134,475-95.6% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -12.60% | 49.93%-62.5pp | 16.90%-29.5pp | 417.96%-430.6pp |
| Employer contribution / active EE | $590 | $3,096-81.0% | $2,701-78.2% | $4,740-87.6% |
| Participant deferral / active EE | $5,223 | $4,538+15.1% | $3,817+36.9% | $6,400-18.4% |
| Admin fee / account holder | $1,898 | $4,582-58.6% | $3,224-41.1% | $11,426-83.4% |