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 | $4,901 | $190,805-97.4% | $159,960-96.9% | $134,475-96.4% |
| Participation rate | 77.8% | 81.9%-4.2pp | 78.0%-0.2pp | 81.2%-3.4pp |
| Annual return | -17.97% | 552.23%-570.2pp | 408.60%-426.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,284 | $4,995-74.3% | $4,226-69.6% | $4,740-72.9% |
| Participant deferral / active EE | $2,133 | $6,923-69.2% | $6,182-65.5% | $6,400-66.7% |
| Admin fee / account holder | $1,353 | $10,471-87.1% | $8,698-84.4% | $11,426-88.2% |