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 | $6,933 | $99,640-93.0% | $86,436-92.0% | $134,475-94.8% |
| Participation rate | 92.9% | 82.0%+10.8pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -18.27% | 6782.58%-6800.8pp | 4394.89%-4413.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,696 | $7,246-62.8% | $6,952-61.2% | $6,400-57.9% |
| Admin fee / account holder | $1,651 | $8,371-80.3% | $6,731-75.5% | $11,426-85.5% |