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 | $3,880 | $67,331-94.2% | $60,874-93.6% | $134,475-97.1% |
| Participation rate | 95.5% | 76.2%+19.3pp | 73.1%+22.3pp | 81.2%+14.2pp |
| Annual return | -18.53% | 49.93%-68.5pp | 16.90%-35.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,165 | $3,096-62.4% | $2,701-56.9% | $4,740-75.4% |
| Participant deferral / active EE | $1,851 | $4,538-59.2% | $3,817-51.5% | $6,400-71.1% |
| Admin fee / account holder | $969 | $4,582-78.9% | $3,224-70.0% | $11,426-91.5% |