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 8-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 | $9,845 | $133,958-92.7% | $112,228-91.2% | $134,475-92.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -18.49% | 47.11%-65.6pp | 27.45%-45.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $814 | $4,038-79.9% | $3,635-77.6% | $4,740-82.8% |
| Participant deferral / active EE | $4,224 | $5,291-20.2% | $4,728-10.7% | $6,400-34.0% |
| Admin fee / account holder | $2,488 | $7,489-66.8% | $6,410-61.2% | $11,426-78.2% |