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 | $6,144 | $138,044-95.5% | $125,339-95.1% | $134,475-95.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.51% | 750.33%-769.8pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,156 | $5,243-78.0% | $4,814-76.0% | $4,740-75.6% |
| Participant deferral / active EE | $2,623 | $7,799-66.4% | $7,446-64.8% | $6,400-59.0% |
| Admin fee / account holder | $1,169 | $11,571-89.9% | $10,010-88.3% | $11,426-89.8% |