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 | $5,033 | $133,958-96.2% | $112,228-95.5% | $134,475-96.3% |
| Participation rate | 89.5% | 78.6%+10.9pp | 75.1%+14.4pp | 81.2%+8.3pp |
| Annual return | -18.03% | 47.11%-65.1pp | 27.45%-45.5pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,196 | $4,038-70.4% | $3,635-67.1% | $4,740-74.8% |
| Participant deferral / active EE | $1,789 | $5,291-66.2% | $4,728-62.2% | $6,400-72.0% |
| Admin fee / account holder | $912 | $7,489-87.8% | $6,410-85.8% | $11,426-92.0% |