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 | $11,243 | $100,754-88.8% | $86,677-87.0% | $134,475-91.6% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -16.02% | 29.04%-45.1pp | 35.91%-51.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,391 | $3,489-60.1% | $2,836-51.0% | $4,740-70.6% |
| Participant deferral / active EE | $4,593 | $5,338-13.9% | $4,656-1.3% | $6,400-28.2% |
| Admin fee / account holder | $310 | $10,926-97.2% | $7,493-95.9% | $11,426-97.3% |