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 | $2,391 | $158,817-98.5% | $121,196-98.0% | $135,375-98.2% |
| Participation rate | 81.8% | 79.3%+2.5pp | 71.7%+10.1pp | 82.6%-0.8pp |
| Annual return | -7.16% | -0.64%-6.5pp | 16.93%-24.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $945 | $4,005-76.4% | $3,344-71.8% | $5,609-83.2% |
| Admin fee / account holder | $703 | $6,512-89.2% | $5,019-86.0% | $10,827-93.5% |