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 | $3,479 | $190,805-98.2% | $159,960-97.8% | $134,475-97.4% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -17.03% | 552.23%-569.3pp | 408.60%-425.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $638 | $4,995-87.2% | $4,226-84.9% | $4,740-86.5% |
| Participant deferral / active EE | $2,868 | $6,923-58.6% | $6,182-53.6% | $6,400-55.2% |
| Admin fee / account holder | $5,764 | $10,471-45.0% | $8,698-33.7% | $11,426-49.6% |