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 | $8,378 | $133,958-93.7% | $112,228-92.5% | $134,475-93.8% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -15.17% | 47.11%-62.3pp | 27.45%-42.6pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,889 | $4,038-53.2% | $3,635-48.0% | $4,740-60.2% |
| Participant deferral / active EE | $3,951 | $5,291-25.3% | $4,728-16.4% | $6,400-38.3% |
| Admin fee / account holder | $2,472 | $7,489-67.0% | $6,410-61.4% | $11,426-78.4% |