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 | $6,932 | $106,543-93.5% | $91,220-92.4% | $134,475-94.8% |
| Participation rate | 95.2% | 76.8%+18.4pp | 73.2%+22.0pp | 81.2%+14.0pp |
| Annual return | -18.91% | 160.60%-179.5pp | 114.01%-132.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,757 | $3,331-47.3% | $2,850-38.4% | $4,740-62.9% |
| Participant deferral / active EE | $2,268 | $4,719-51.9% | $4,234-46.4% | $6,400-64.6% |
| Admin fee / account holder | $457 | $6,231-92.7% | $5,420-91.6% | $11,426-96.0% |