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 | $9,559 | $190,805-95.0% | $159,960-94.0% | $134,475-92.9% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -19.20% | 552.23%-571.4pp | 408.60%-427.8pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,799 | $4,995-64.0% | $4,226-57.4% | $4,740-62.0% |
| Participant deferral / active EE | $3,487 | $6,923-49.6% | $6,182-43.6% | $6,400-45.5% |
| Admin fee / account holder | $1,040 | $10,471-90.1% | $8,698-88.0% | $11,426-90.9% |