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 9-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 | $8,076 | $95,971-91.6% | $74,550-89.2% | $135,375-94.0% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -4.40% | 56.96%-61.4pp | 32.53%-36.9pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,144 | $2,716-57.9% | $1,961-41.6% | $4,779-76.1% |
| Participant deferral / active EE | $2,484 | $3,843-35.4% | $3,108-20.1% | $5,609-55.7% |
| Admin fee / account holder | $1,007 | $6,522-84.6% | $5,060-80.1% | $10,827-90.7% |