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 | $5,263 | $92,703-94.3% | $82,719-93.6% | $134,475-96.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.86% | 944.92%-965.8pp | 701.18%-722.0pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,856 | $3,274-43.3% | $3,009-38.3% | $4,740-60.8% |
| Participant deferral / active EE | $4,126 | $4,802-14.1% | $4,395-6.1% | $6,400-35.5% |
| Admin fee / account holder | $572 | $5,983-90.4% | $5,329-89.3% | $11,426-95.0% |