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 | $5,752 | $92,703-93.8% | $82,719-93.0% | $134,475-95.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.92% | 944.92%-961.8pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $876 | $3,274-73.2% | $3,009-70.9% | $4,740-81.5% |
| Participant deferral / active EE | $1,315 | $4,802-72.6% | $4,395-70.1% | $6,400-79.5% |
| Admin fee / account holder | $1,022 | $5,983-82.9% | $5,329-80.8% | $11,426-91.1% |