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 6-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 | $4,986 | $190,805-97.4% | $159,960-96.9% | $134,475-96.3% |
| Participation rate | 84.6% | 81.9%+2.7pp | 78.0%+6.7pp | 81.2%+3.4pp |
| Annual return | -19.24% | 552.23%-571.5pp | 408.60%-427.8pp | 417.96%-437.2pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,230 | $6,923-67.8% | $6,182-63.9% | $6,400-65.2% |
| Admin fee / account holder | $1,014 | $10,471-90.3% | $8,698-88.3% | $11,426-91.1% |