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 7-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 | $4,355 | $93,024-95.3% | $77,024-94.3% | $134,475-96.8% |
| Participation rate | 87.0% | 74.5%+12.5pp | 67.9%+19.1pp | 81.2%+5.7pp |
| Annual return | -19.12% | 62.60%-81.7pp | 42.32%-61.4pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,478 | $3,418-56.8% | $2,812-47.5% | $4,740-68.8% |
| Participant deferral / active EE | $2,463 | $5,238-53.0% | $4,426-44.4% | $6,400-61.5% |
| Admin fee / account holder | $1,131 | $6,944-83.7% | $5,425-79.2% | $11,426-90.1% |