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 | $4,220 | $190,805-97.8% | $159,960-97.4% | $134,475-96.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.37% | 552.23%-569.6pp | 408.60%-426.0pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,462 | $4,995-50.7% | $4,226-41.7% | $4,740-48.1% |
| Participant deferral / active EE | $5,127 | $6,923-25.9% | $6,182-17.1% | $6,400-19.9% |
| Admin fee / account holder | $1,567 | $10,471-85.0% | $8,698-82.0% | $11,426-86.3% |