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 10-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 | $1,244 | $90,600-98.6% | $79,464-98.4% | $135,375-99.1% |
| Participation rate | 84.6% | 76.0%+8.6pp | 73.3%+11.3pp | 82.6%+2.0pp |
| Annual return | -6.61% | 977.43%-984.0pp | 718.14%-724.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,072 | $4,050-73.5% | $3,704-71.1% | $5,609-80.9% |
| Admin fee / account holder | $353 | $5,907-94.0% | $5,113-93.1% | $10,827-96.7% |