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 | $8,664 | $133,958-93.5% | $112,228-92.3% | $134,475-93.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.98% | 47.11%-65.1pp | 27.45%-45.4pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,833 | $4,038-54.6% | $3,635-49.6% | $4,740-61.3% |
| Participant deferral / active EE | $3,644 | $5,291-31.1% | $4,728-22.9% | $6,400-43.1% |
| Admin fee / account holder | $376 | $7,489-95.0% | $6,410-94.1% | $11,426-96.7% |