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 7-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 | $4,488 | $88,594-94.9% | $70,092-93.6% | $134,475-96.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.67% | 442.67%-460.3pp | 190.73%-208.4pp | 417.96%-435.6pp |
| Employer contribution / active EE | $751 | $3,233-76.8% | $2,559-70.7% | $4,740-84.2% |
| Participant deferral / active EE | $3,219 | $4,772-32.5% | $3,849-16.4% | $6,400-49.7% |
| Admin fee / account holder | $1,432 | $10,441-86.3% | $6,267-77.2% | $11,426-87.5% |