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 4-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 | $4,957 | $106,543-95.3% | $91,220-94.6% | $134,475-96.3% |
| Participation rate | 81.3% | 76.8%+4.4pp | 73.2%+8.1pp | 81.2%0pp |
| Annual return | -5.22% | 160.60%-165.8pp | 114.01%-119.2pp | 417.96%-423.2pp |
| Employer contribution / active EE | $1,801 | $3,331-45.9% | $2,850-36.8% | $4,740-62.0% |
| Participant deferral / active EE | $3,601 | $4,719-23.7% | $4,234-14.9% | $6,400-43.7% |
| Admin fee / account holder | $674 | $6,231-89.2% | $5,420-87.6% | $11,426-94.1% |