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 | $7,533 | $133,958-94.4% | $112,228-93.3% | $134,475-94.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.59% | 47.11%-66.7pp | 27.45%-47.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,278 | $4,038-43.6% | $3,635-37.3% | $4,740-51.9% |
| Participant deferral / active EE | $5,361 | $5,291+1.3% | $4,728+13.4% | $6,400-16.2% |
| Admin fee / account holder | $15,472 | $7,489+106.6% | $6,410+141.4% | $11,426+35.4% |