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 5-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 | $2,403 | $88,594-97.3% | $70,092-96.6% | $134,475-98.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -19.41% | 442.67%-462.1pp | 190.73%-210.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $709 | $3,233-78.1% | $2,559-72.3% | $4,740-85.0% |
| Participant deferral / active EE | $1,343 | $4,772-71.9% | $3,849-65.1% | $6,400-79.0% |
| Admin fee / account holder | $1,011 | $10,441-90.3% | $6,267-83.9% | $11,426-91.1% |