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 | $13,019 | $167,484-92.2% | $151,611-91.4% | $134,475-90.3% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -19.77% | 7.80%-27.6pp | 3.33%-23.1pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,647 | $6,829-46.6% | $6,166-40.9% | $4,740-23.1% |
| Participant deferral / active EE | $3,677 | $8,986-59.1% | $8,363-56.0% | $6,400-42.5% |
| Admin fee / account holder | $369 | $13,783-97.3% | $11,616-96.8% | $11,426-96.8% |