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 | $11,665 | $100,754-88.4% | $86,677-86.5% | $134,475-91.3% |
| Participation rate | 72.7% | 78.9%-6.2pp | 76.6%-3.8pp | 81.2%-8.5pp |
| Annual return | -18.42% | 29.04%-47.5pp | 35.91%-54.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,436 | $3,489-58.9% | $2,836-49.4% | $4,740-69.7% |
| Participant deferral / active EE | $1,879 | $5,338-64.8% | $4,656-59.6% | $6,400-70.6% |
| Admin fee / account holder | $1,607 | $10,926-85.3% | $7,493-78.6% | $11,426-85.9% |