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 5-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 | $4,536 | $133,958-96.6% | $112,228-96.0% | $134,475-96.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -16.23% | 47.11%-63.3pp | 27.45%-43.7pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,704 | $4,038-57.8% | $3,635-53.1% | $4,740-64.1% |
| Participant deferral / active EE | $2,130 | $5,291-59.7% | $4,728-55.0% | $6,400-66.7% |
| Admin fee / account holder | $955 | $7,489-87.3% | $6,410-85.1% | $11,426-91.6% |