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 | $4,467 | $138,044-96.8% | $125,339-96.4% | $134,475-96.7% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -2.53% | 750.33%-752.9pp | 572.05%-574.6pp | 417.96%-420.5pp |
| Employer contribution / active EE | $1,461 | $5,243-72.1% | $4,814-69.7% | $4,740-69.2% |
| Participant deferral / active EE | $3,059 | $7,799-60.8% | $7,446-58.9% | $6,400-52.2% |
| Admin fee / account holder | $8,350 | $11,571-27.8% | $10,010-16.6% | $11,426-26.9% |