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 | $6,584 | $95,862-93.1% | $79,550-91.7% | $134,475-95.1% |
| Participation rate | 90.5% | 75.0%+15.4pp | 69.5%+21.0pp | 81.2%+9.3pp |
| Annual return | -20.28% | -2.69%-17.6pp | 0.16%-20.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $739 | $3,128-76.4% | $2,413-69.4% | $4,740-84.4% |
| Participant deferral / active EE | $1,429 | $4,693-69.6% | $3,985-64.1% | $6,400-77.7% |
| Admin fee / account holder | $379 | $9,126-95.8% | $6,832-94.4% | $11,426-96.7% |