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 | $3,780 | $133,958-97.2% | $112,228-96.6% | $134,475-97.2% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -14.90% | 47.11%-62.0pp | 27.45%-42.4pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,752 | $4,038-56.6% | $3,635-51.8% | $4,740-63.0% |
| Participant deferral / active EE | $2,355 | $5,291-55.5% | $4,728-50.2% | $6,400-63.2% |
| Admin fee / account holder | $25,854 | $7,489+245.2% | $6,410+303.3% | $11,426+126.3% |