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 | $5,084 | $77,813-93.5% | $123,544-95.9% | $64,186-92.1% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -6.21% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,143 | $3,014-62.1% | $4,628-75.3% | $2,381-52.0% |
| Participant deferral / active EE | $2,544 | $5,240-51.4% | $6,426-60.4% | $3,470-26.7% |
| Admin fee / account holder | $1,163 | $5,519-78.9% | $9,284-87.5% | $4,888-76.2% |