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 9-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 | $2,452 | $95,971-97.4% | $74,550-96.7% | $135,375-98.2% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | -6.94% | 56.96%-63.9pp | 32.53%-39.5pp | 519.73%-526.7pp |
| Employer contribution / active EE | $912 | $2,716-66.4% | $1,961-53.5% | $4,779-80.9% |
| Participant deferral / active EE | $1,076 | $3,843-72.0% | $3,108-65.4% | $5,609-80.8% |
| Admin fee / account holder | $701 | $6,522-89.2% | $5,060-86.1% | $10,827-93.5% |