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 9-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 | $12,629 | $52,519-76.0% | $155,790-91.9% | $59,632-78.8% |
| Participation rate | 73.2% | 61.7%+11.5pp | 76.1%-2.9pp | 68.7%+4.6pp |
| Annual return | -1.61% | 53.51%-55.1pp | 71.54%-73.2pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,130 | $3,084-63.4% | $4,797-76.4% | $3,192-64.6% |
| Admin fee / account holder | $1,530 | $3,540-56.8% | $7,478-79.5% | $4,297-64.4% |