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 | $3,715 | $152,509-97.6% | $117,472-96.8% | $134,475-97.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.85% | 52.99%-72.8pp | 29.74%-49.6pp | 417.96%-437.8pp |
| Employer contribution / active EE | $474 | $5,571-91.5% | $4,176-88.7% | $4,740-90.0% |
| Participant deferral / active EE | $1,514 | $4,818-68.6% | $4,070-62.8% | $6,400-76.4% |
| Admin fee / account holder | $383 | $7,004-94.5% | $5,645-93.2% | $11,426-96.6% |